Civic Intelligence

Wb Foundation

990EZ • Fiscal year 2022 • EIN 83-3524447

Jan 01, 2022 to Dec 31, 2022 • Filed on May 13, 2023

Organization ProfileN/A
24 Rolling RidgeRancho Santa Margarita, CA 92688

(562) 761-2015

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.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

18th percentile

-23%

Higher net margin than 18% of similar nonprofits.

2022 filings • 501(c)3 • <$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 • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

6th percentile

-72%

Faster asset growth than 6% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

58th percentile

20%

Faster revenue growth than 58% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$6,844

Down $17,208 (-72%) from 2021

Net Assets

Down

$6,844

Down $17,208 (-72%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin18th percentile

Revenue

Up

$75,246

Up $12,341 (+20%) from 2021

Expenses

Up

$92,454

Up $20,571 (+29%) from 2021

Net Income

Down

-$17,208

Down $8,230 (-92%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth6th percentile

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

$40K$30K$20K$10K$0Assets 2020: $33,030Liabilities 2020: $02020Assets 2021: $24,052Liabilities 2021: $0Net Assets 2021: $24,0522021Assets 2022: $6,844Liabilities 2022: $0Net Assets 2022: $6,8442022Assets 2023: $35,148Liabilities 2023: $0Net Assets 2023: $35,1482023Assets 2024: $28,871Net Assets 2024: $28,8712024

Highlighted filing

2022

Assets$6,844
Liabilities$0
Net Assets$6,844
Open 2022 Filing

Operations Trend

Revenue Growth58th percentile

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

$150K$100K$50K$0-$50KRevenue 2020: $67,336Expenses 2020: $47,700Net Income 2020: $19,6362020Revenue 2021: $62,905Expenses 2021: $71,883Net Income 2021: -$8,9782021Revenue 2022: $75,246Expenses 2022: $92,454Net Income 2022: -$17,2082022Revenue 2023: $112,113Expenses 2023: $83,809Net Income 2023: $28,3042023Revenue 2024: $53,984Expenses 2024: $60,261Net Income 2024: -$6,2772024

Highlighted filing

2022

Revenue$75,246
Expenses$92,454
Net Income-$17,208
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 13, 2023
Return Version
2022v5.0
Gross Receipts
$75,246
Mission and Program Overview

Mission

Assist families of those facing life-threatening illnesses.

Program Services

DescriptionGrantsExpenses
Like many foundations, 2022 was a challenging year for us however, we are proud we were still able to raise funds and continue to help those in need.$75,821-
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Karen MunroPresidentPT$0--
Cara GilesVice PresidentPT$0--
Deena KennedyTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Wb Foundation
EIN
83-3524447
Phone
5627612015
Address
24 Rolling Ridge, Rancho Santa Margarita, CA 92688

Signing Officer

Name
Karen Munro
Title
President
Signed
2023-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Steven J Newman Certified Public Accountant
Address
7700 Irvine Center Drive Suite 800, Irvine, CA 92618
Preparer
Steven Newman
Phone
9499334620
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

“| Donee's Name: Wyatt Boatright | Donee's Address: 4198 Floyd Dr. Corona CA 92883 | Cash Amount Given: $75851”

Other Expenses.1

“Golf Tournament Expense $15819”

Other Expenses.2

“Fees & Charges $262”

Other Expenses.3

“Website Expenses $72”

Raw XML Appendix146 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/PersonNm0deenarosekennedy11gmailcom
IRS990EZ/BooksInCareOfDetail/PhoneNum05627625688
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt024 Rolling Ridge
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Rancho Santa Margarita
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092688
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt024052
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt06844
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt075246
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-17208
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0450
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt024052
IRS990EZ/Form990TotalAssetsGrp/EOYAmt06844
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt075851
IRS990EZ/GrossReceiptsAmt075246
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt024052
IRS990EZ/NetAssetsOrFundBalancesEOYAmt06844
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt024052
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt06844
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Karen Munro
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Cara Giles
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Deena Kennedy
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt016153
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Assist families of those facing life-threatening illnesses.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Like many foundations, 2022 was a challenging year for us however, we are proud we were still able to raise funds and continue to help those in need.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt075821
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt092454
IRS990EZ/TotalRevenueAmt075246
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt075246
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt062905
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt067336
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt054567
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0260054
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt0260054
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt075246
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt062905
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt067336
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt054567
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0260054
IRS990ScheduleA/TotalSupportAmt0260054
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: Wyatt Boatright | Donee's Address: 4198 Floyd Dr. Corona CA 92883 | Cash Amount Given: $75851
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Golf Tournament Expense $15819
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Fees & Charges $262
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Website Expenses $72
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Karen Munro
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WB FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WBFO
ReturnHeader/Filer/EIN0833524447
ReturnHeader/Filer/PhoneNum05627612015
ReturnHeader/Filer/USAddress/AddressLine1Txt024 Rolling Ridge
ReturnHeader/Filer/USAddress/CityNm0Rancho Santa Margarita
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092688
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0364941348
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Steven J Newman Certified Public Accountant
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07700 Irvine Center Drive Suite 800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Irvine
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092618
ReturnHeader/PreparerPersonGrp/PhoneNum09499334620
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Steven Newman
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-05-13T00:01:18-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Karen
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Munro
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$6,844
Liabilities
$0
Net assets
$6,844
Revenue
$75,246
Expenses
$92,454
Net income
-$17,208
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.29$0.29$0.54$0.60$0.06
2023Detailed filing. Detailed filing data is available for this year.$0.35$0.00$0.35$1.12$0.84$0.28
2022Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.07$0.75$0.92$0.17
2021Detailed filing. Detailed filing data is available for this year.$0.24$0.00$0.24$0.63$0.72$0.09
2020Summary only. Only limited summary data is available for this year.$0.33$0.00$0.67$0.48$0.20