Civic Intelligence

Wb Foundation

990EZ • Fiscal year 2023 • EIN 83-3524447

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 01, 2024

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.

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

78th percentile

25%

Higher net margin than 78% 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

414%

Faster asset growth than 98% of similar nonprofits.

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

Revenue Growth

80th percentile

49%

Faster revenue growth than 80% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$35,148

Up $28,304 (+414%) from 2022

Net Assets

Up

$35,148

Up $28,304 (+414%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin78th percentile

Revenue

Up

$112,113

Up $36,867 (+49%) from 2022

Expenses

Down

$83,809

Down $8,645 (-9.4%) from 2022

Net Income

Up

$28,304

Up $45,512 (+264%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth98th 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

2023

Assets$35,148
Liabilities$0
Net Assets$35,148
Open 2023 Filing

Operations Trend

Revenue Growth80th 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

2023

Revenue$112,113
Expenses$83,809
Net Income$28,304
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 1, 2024
Return Version
2023v5.1
Gross Receipts
$112,113
Mission and Program Overview

Mission

Assist families of those facing life-threatening illnesses.

Program Services

DescriptionGrantsExpenses
Like many foundations, 2023 was a challenging year for us however, we are proud we were still able to raise funds and continue to help those in need.$112,113-
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Karen MunroCEOPT$0--
Deena KennedyCFOPT$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
2024-11-01
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: Justina Boatright | Donee's Address: 4198 Floyd Dr. Corona CA 92883 | Cash Amount Given: $45861”

Grants and Similar Amounts Paid In Excess of $5,000.2

“| Donee's Name: Bryan Appleton | Donee's Address: 2282 Gallatin Green Blvd., Unit A Bozeman MT 59718 | Cash Amount Given: $13455”

Grants and Similar Amounts Paid In Excess of $5,000.3

“| Donee's Name: Various Grants Under $5000 | Donee's Address: Various Various NA 00000 | Cash Amount Given: $11457”

Other Expenses.1

“Golf Tournament Expense $11541”

Other Expenses.2

“Gifts and Donations $896”

Other Expenses.3

“Website Expenses $129”

Other Expenses.4

“Statement of Information $20”

Raw XML Appendix144 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/BOYAmt06844
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt035148
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0112113
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt028304
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0450
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt06844
IRS990EZ/Form990TotalAssetsGrp/EOYAmt035148
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt070773
IRS990EZ/GrossReceiptsAmt0112113
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt06844
IRS990EZ/NetAssetsOrFundBalancesEOYAmt035148
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt06844
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt035148
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Karen Munro
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Deena Kennedy
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CEO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CFO
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt012586
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Assist families of those facing life-threatening illnesses.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Like many foundations, 2023 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/GrantsAndAllocationsAmt0112113
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/TotalExpensesAmt083809
IRS990EZ/TotalRevenueAmt0112113
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0112113
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt075246
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt062905
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt067336
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt054567
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0372167
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0372167
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0112113
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt075246
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt062905
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt067336
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt054567
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0372167
IRS990ScheduleA/TotalSupportAmt0372167
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: Justina Boatright | Donee's Address: 4198 Floyd Dr. Corona CA 92883 | Cash Amount Given: $45861
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Donee's Name: Bryan Appleton | Donee's Address: 2282 Gallatin Green Blvd., Unit A Bozeman MT 59718 | Cash Amount Given: $13455
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2| Donee's Name: Various Grants Under $5000 | Donee's Address: Various Various NA 00000 | Cash Amount Given: $11457
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Golf Tournament Expense $11541
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Gifts and Donations $896
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Website Expenses $129
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Statement of Information $20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Grants and Similar Amounts Paid In Excess of $5,000.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Grants and Similar Amounts Paid In Excess of $5,000.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Karen Munro
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-01
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/ReturnTs02024-11-01T20:39:10-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$35,148
Liabilities
$0
Net assets
$35,148
Revenue
$112,113
Expenses
$83,809
Net income
$28,304
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