Civic Intelligence

Wilo Foundation

990PF • Fiscal year 2022 • EIN 84-4240217

Jan 01, 2022 to Dec 31, 2022 • Filed on May 15, 2023

Organization Profile
117 E Colorado Blvd APT 600Pasadena, CA 91105

(818) 415-8813

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

29th percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Net Margin

97th percentile

99%

Higher net margin than 97% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Asset Growth

98th percentile

280%

Faster asset growth than 98% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

96th percentile

291%

Faster revenue growth than 96% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$2,269,767

Up $1,672,041 (+280%) from 2021

Net Assets

Up

$2,269,767

Up $1,672,041 (+280%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin97th percentile

Revenue

Up

$1,563,784

Up $1,164,118 (+291%) from 2021

Expenses

Up

$12,559

Up $10,519 (+516%) from 2021

Net Income

Up

$1,551,225

Up $1,153,599 (+290%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth98th percentile

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

$6.0M$4.0M$2.0M$0Assets 2019: $0Liabilities 2019: $0Net Assets 2019: $02019Assets 2020: $200,100Liabilities 2020: $0Net Assets 2020: $200,1002020Assets 2021: $597,726Liabilities 2021: $0Net Assets 2021: $597,7262021Assets 2022: $2,269,767Liabilities 2022: $0Net Assets 2022: $2,269,7672022Assets 2023: $3,781,644Liabilities 2023: $0Net Assets 2023: $3,781,6442023Assets 2024: $5,665,213Liabilities 2024: $0Net Assets 2024: $5,665,2132024

Highlighted filing

2022

Assets$2,269,767
Liabilities$0
Net Assets$2,269,767
Open 2022 Filing

Operations Trend

Revenue Growth96th percentile

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

$3.0M$2.0M$1.0M$0Revenue 2019: $0Expenses 2019: $0Net Income 2019: $02019Revenue 2020: $205,600Expenses 2020: $5,500Net Income 2020: $200,1002020Revenue 2021: $399,666Expenses 2021: $2,040Net Income 2021: $397,6262021Revenue 2022: $1,563,784Expenses 2022: $12,559Net Income 2022: $1,551,2252022Revenue 2023: $1,817,698Expenses 2023: $67,078Net Income 2023: $1,750,6202023Revenue 2024: $2,031,321Expenses 2024: $147,752Net Income 2024: $1,883,5692024

Highlighted filing

2022

Revenue$1,563,784
Expenses$12,559
Net Income$1,551,225
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 15, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Holly KretschmarPresident-$0--
William JaaskelaSecretary-$0--
Loren BouchardVice President-$0--
Anthony CarionTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Wilo Foundation
EIN
84-4240217
In Care Of
% Bill Jaaskela
Phone
8184158813
Address
117 E Colorado Blvd APT 600, Pasadena, CA 91105

Signing Officer

Name
Bill Jaaskela
Title
President
Phone
8184158813
Signed
2023-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Group Inc
Address
2451 Atrium Way Suite 300, Nashville, TN 37214
Preparer
Andrew D Payne EA
Phone
6153619445
Raw XML Appendix272 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
AccountingFeesSchedule/AccountingFeesDetail/Amt01750
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0Accounting Fees
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt01750
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0970000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt11186149
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2100000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0970000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11186149
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0Legacy Opportunity Fund
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1Legacy Opportunity Fund II
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2Southeast Multifamily Port III
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt02034
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt02034
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt02034
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01750
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01750
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt010544
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt010544
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt01561750
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt02034
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt02034
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt01551225
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt02034
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt030
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt030
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0235
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt012324
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt012559
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt02034
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01563784
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt01780
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt02015
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt01551225
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0-120816
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02148951
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0597726
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02269767
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt066393
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt066393
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt066393
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt066421
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt028
IRS990PF/DistributableAmountGrp/TotalTaxAmt028
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt028
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt028
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt028
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt028
IRS990PF/FMVAssetsEOYAmt02169767
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt017726
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt013618
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt013618
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0580000
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt02256149
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt02156149
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt0597726
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt02269767
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0597726
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02269767
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02169767
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0597726
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02269767
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0597726
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02269767
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01348651
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0103157
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01245494
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt020230
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt066421
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01328421
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01348651
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0001.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt1001.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt2001.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt3001.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Holly Kretschmar
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1William Jaaskela
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Loren Bouchard
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Anthony Carion
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Vice President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Treasurer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0117 E Colorado Blvd Ste 600
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1117 E Colorado Blvd Ste 600
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2117 E Colorado Blvd Ste 600
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3117 E Colorado Blvd Ste 600
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Pasadena
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Pasadena
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Pasadena
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3Pasadena
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd091105
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd191105
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd291105
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd391105
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt012324
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt012324
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0Bill Jaaskela
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0117 E Colorado Blvd Suite 600
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Pasadena
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd091105
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0true
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum08184158813
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0None at this time.
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0Wilo Foundation provides charitable distributions to other qualifying nonprofit organizations.
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0The management and administrative costs incurred to operate the foundation, directly support, and are necessary to carry out the charitable programs and activities conducted by the foundation.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt010544
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses2Amt01780
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0Loren Bouchard
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1Holly Kretschmar
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt05000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt15000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2544
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Donation to a domestically registered charitable organizations.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Donation to a domestically registered charitable organizations.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Donation to a domestically registered charitable organizations.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0The Mountain School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1KUSC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2Rodale Institute
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0151 Mountain School Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11149 Hill Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2611 Siegfriedale Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Vershire
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Los Angeles
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Kutztown
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0VT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd005079
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd190015
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd219530
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0Not Applicable
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt010544
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt01780
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt010544
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt066393
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt012324
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt064613
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt010544
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Loren Bouchard Holly Kretschmar
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt02459 Canyon Oak Drive
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Los Angeles
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd090068
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt01561750
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0-110816
OtherDecreasesSchedule/OtherDecreasesDetail/Amt1-10000
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Reduction to capital account due to net rental loss.
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1Checks not cleared by year end.
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Bank Service Charges
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt030
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt030
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0Loren Bouchard
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm1Holly Kretschmar
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt02459 Canyon Oak Drive
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt12459 Canyon Oak Drive
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0Los Angeles
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm1Los Angeles
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0CA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd1CA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd090068
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd190068
TaxesSchedule/TaxesDetail/Amt0235
TaxesSchedule/TaxesDetail/CategoryTxt0Federal Excise Tax Paid
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Bill Jaaskela
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum08184158813
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Wilo Foundation
ReturnHeader/Filer/BusinessNameControlTxt0WILO
ReturnHeader/Filer/EIN0844240217
ReturnHeader/Filer/InCareOfNm0% Bill Jaaskela
ReturnHeader/Filer/PhoneNum08184158813
ReturnHeader/Filer/USAddress/AddressLine1Txt0117 E Colorado Blvd APT 600
ReturnHeader/Filer/USAddress/CityNm0Pasadena
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091105
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0621813735
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Foundation Group Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02451 Atrium Way Suite 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Nashville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd037214
ReturnHeader/PreparerPersonGrp/PhoneNum06153619445
ReturnHeader/PreparerPersonGrp/PreparationDt02023-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Andrew D Payne EA
ReturnHeader/ReturnTs02023-05-15T12:00:51-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Bill
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Jaaskela
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 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,269,767
Liabilities
$0
Net assets
$2,269,767
Revenue
$1,563,784
Expenses
$12,559
Net income
$1,551,225
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.67$0.00$5.67$2.03$0.15$1.88
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.78$0.00$3.78$1.82$0.07$1.75
2022Detailed filing. Detailed filing data is available for this year.$2.27$0.00$2.27$1.56$0.01$1.55
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.60$0.00$0.60$0.40$0.00$0.40
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.20$0.00$0.20$0.21$0.01$0.20
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.00$0.00$0.00