Civic Intelligence

The Weese Foundation an Arizona Nonprofit Corporation

990PF • Fiscal year 2020 • EIN 86-1008770

Jan 01, 2020 to Dec 31, 2020 • Filed on May 03, 2021

Organization Profile
6166 N Scottsdale Rd Unit B-1002Paradise Valley, AZ 85253

(480) 570-8480

Siviq Scores

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

Liabilities / Assets

38th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

37th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Net Margin

88th percentile

49%

Higher net margin than 88% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Asset Growth

63rd percentile

9.1%

Faster asset growth than 63% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

50th percentile

-2.3%

Faster revenue growth than 50% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets38th percentile

Assets

Up

$694,652

Up $57,675 (+9.1%) from 2019

Net Assets

Up

$694,652

Up $57,675 (+9.1%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin88th percentile

Revenue

Down

$86,899

Down $2,089 (-2.3%) from 2019

Expenses

Up

$44,294

Up $5,054 (+13%) from 2019

Net Income

Down

$42,605

Down $7,143 (-14%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth63rd percentile

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

$800K$600K$400K$200K$0Assets 2011: $644,405Liabilities 2011: $02011Assets 2012: $679,697Liabilities 2012: $02012Assets 2013: $747,439Liabilities 2013: $02013Assets 2014: $376,089Liabilities 2014: $02014Assets 2015: $450,137Liabilities 2015: $02015Assets 2016: $475,752Liabilities 2016: $0Net Assets 2016: $475,7522016Assets 2017: $542,533Liabilities 2017: $0Net Assets 2017: $542,5332017Assets 2018: $573,622Liabilities 2018: $0Net Assets 2018: $573,6222018Assets 2019: $636,977Liabilities 2019: $0Net Assets 2019: $636,9772019Assets 2020: $694,652Liabilities 2020: $0Net Assets 2020: $694,6522020Assets 2021: $787,705Liabilities 2021: $0Net Assets 2021: $787,7052021Assets 2022: $725,900Liabilities 2022: $0Net Assets 2022: $725,9002022Assets 2023: $682,819Liabilities 2023: $0Net Assets 2023: $682,8192023Assets 2024: $702,218Liabilities 2024: $0Net Assets 2024: $702,2182024

Highlighted filing

2020

Assets$694,652
Liabilities$0
Net Assets$694,652
Open 2020 Filing

Operations Trend

Revenue Growth50th percentile

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

$1.0M$500K$0-$500KRevenue 2011: $50,425Expenses 2011: $25,007Net Income 2011: $25,4182011Revenue 2012: $65,355Expenses 2012: $30,063Net Income 2012: $35,2922012Revenue 2013: $109,737Expenses 2013: $51,809Net Income 2013: $57,9282013Revenue 2014: $160,179Expenses 2014: $531,529Net Income 2014: -$371,3502014Revenue 2015: $82,973Expenses 2015: $26,550Net Income 2015: $56,4232015Revenue 2016: $31,097Expenses 2016: $13,560Net Income 2016: $17,5372016Revenue 2017: $75,354Expenses 2017: $11,560Net Income 2017: $63,7942017Revenue 2018: $78,103Expenses 2018: $36,560Net Income 2018: $41,5432018Revenue 2019: $88,988Expenses 2019: $39,240Net Income 2019: $49,7482019Revenue 2020: $86,899Expenses 2020: $44,294Net Income 2020: $42,6052020Revenue 2021: $78,797Expenses 2021: $10,684Net Income 2021: $68,1132021Revenue 2022: $3,376Expenses 2022: $8,501Net Income 2022: -$5,1252022Revenue 2023: $5,942Expenses 2023: $42,782Net Income 2023: -$36,8402023Revenue 2024: $13,871Expenses 2024: $36,431Net Income 2024: -$22,5602024

Highlighted filing

2020

Revenue$86,899
Expenses$44,294
Net Income$42,605
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 3, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
William C Weese MDDirectorPT$0--
Filing and Contact Details

Filer

Filer Name
The Weese Foundation
EIN
86-1008770
Address
6166 N Scottsdale Rd Unit B-1002, Paradise Valley, AZ 85253

Signing Officer

Name
William C Weese MD
Title
Director
Phone
6023179399
Signed
2021-05-03
Discuss with paid preparer
No

Preparer

Firm
Lay & Lay CPAs PLLC
Address
9018 E Lupine Ave, Scottsdale, AZ 85260
Preparer
Mark Lay
Phone
4805708480
Raw XML Appendix360 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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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0Accounting Fees
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0145034
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0150988
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0Merrill Equities
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0225047
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1314973
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0Merrill Mutual Funds
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1Lincoln National Life Insurance
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0231318
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IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt022175
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt022175
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01700
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt06450
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt042605
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0314718
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt0780
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt015725
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt063132
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt010
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt046
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt02893
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0101
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt02911
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt036000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt02994
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt044294
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt066126
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt086899
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt08294
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22012-12-13
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42015-05-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52015-07-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62007-03-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72018-02-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82017-02-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt037523
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt14326
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt24323
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5-3077
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt63382
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt722272
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt821075
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0243
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt135797
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt216850
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3D
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6D
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Capital Gain Distributions
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1Merrill Short Term Covered
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc250 Shares Canadian Pacific Railway
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc350 Shares Caterpillar Inc
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4Vanguard Dividend Appreciation ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5Blackrock Global Allocation Fd
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6100 Shares CVS Health Corp
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc799 Shares UnitedHealth Group
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8Vanguard Dividend Appreciation Fd
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12020-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22020-12-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32020-12-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42020-02-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52020-02-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62020-12-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72020-10-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82020-02-10
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IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-1726
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt042605
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt015070
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0694652
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0636977
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0694652
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt029664
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt029664
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt029664
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt030542
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0878
IRS990PF/DistributableAmountGrp/TotalTaxAmt0878
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0922
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01800
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IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt011404
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IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0145034
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IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0535844
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IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0683248
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0636977
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0694652
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
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IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0636977
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0620137
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt013224
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0325675
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt09302
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0281238
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt030542
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0610835
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0620137
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0William C Weese MD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt06166 N Scottsdale Rd Unit B-1002
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Paradise Valley
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IRS990PF/Organization501c3ExemptPFInd0X
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IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt036000
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt036000
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IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0Income on investments to be used for charitable purposes
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt1Investment capital gain to be used for charitable purposes
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IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0William C Weese MD
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt06166 N Scottsdale Rd Unit B-1002
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Paradise Valley
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0AZ
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd085253
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0true
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum06023179399
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0None
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IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
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IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0William C Weese MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt031000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt15000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Provide resources for wildlife rehabilitation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Promote childrens health & provide program funds
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Liberty Wildlife Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1AZ Childrens Assoc Fnd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02600 East Elwood
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12833 N 3rd Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Phoenix
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Phoenix
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1AZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd085040
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd185004
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt036000
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/AppliedToCurrentYearAmt029664
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt029664
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt011470
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt010877
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt04514
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt04514
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt028683
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt06336
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt011470
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt010877
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt036000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt06336
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt033197
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt026861
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0William C Weese
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt06166 N Scottsdale Rd Unit B-1002
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Scottsdale
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0AZ
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd085258
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt064678
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt064678
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0See Statement Attached
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02020-09-30
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Legal Fees
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0780
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Corporation Commission Fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt010
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Lawsuit Settlement
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt046
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt046
OtherIncreasesSchedule/OtherIncreasesDetail/Amt015070
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Change in accumulation value of LI
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02893
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment Manager Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt02893
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt10
TaxesSchedule/TaxesDetail/Amt02810
TaxesSchedule/TaxesDetail/Amt1101
TaxesSchedule/TaxesDetail/CategoryTxt0Federal Taxes
TaxesSchedule/TaxesDetail/CategoryTxt1Foreign Taxes Withheld
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1101
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0William C Weese MD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/PhoneNum06023179399
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Weese Foundation
ReturnHeader/Filer/BusinessNameControlTxt0WEES
ReturnHeader/Filer/EIN0861008770
ReturnHeader/Filer/USAddress/AddressLine1Txt06166 N Scottsdale Rd Unit B-1002
ReturnHeader/Filer/USAddress/CityNm0Paradise Valley
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085253
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0460783822
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Lay & Lay CPAs PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09018 E Lupine Ave
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Scottsdale
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085260
ReturnHeader/PreparerPersonGrp/PhoneNum04805708480
ReturnHeader/PreparerPersonGrp/PreparationDt02021-05-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Mark Lay
ReturnHeader/ReturnTs02021-05-04T17:41:48-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0William
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Weese
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$694,652
Liabilities
$0
Net assets
$694,652
Revenue
$86,899
Expenses
$44,294
Net income
$42,605
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.02$0.00$7.02$0.14$0.36$0.23
2023Detailed filing. Detailed filing data is available for this year.$6.83$0.00$6.83$0.06$0.43$0.37
2022Detailed filing. Detailed filing data is available for this year.$7.26$0.00$7.26$0.03$0.09$0.05
2021Detailed filing. Detailed filing data is available for this year.$7.88$0.00$7.88$0.79$0.11$0.68
2020Detailed filing. Detailed filing data is available for this year.$6.95$0.00$6.95$0.87$0.44$0.43
2019Detailed filing. Detailed filing data is available for this year.$6.37$0.00$6.37$0.89$0.39$0.50
2018Detailed filing. Detailed filing data is available for this year.$5.74$0.00$5.74$0.78$0.37$0.42
2017Detailed filing. Detailed filing data is available for this year.$5.43$0.00$5.43$0.75$0.12$0.64
2016Detailed filing. Detailed filing data is available for this year.$4.76$0.00$4.76$0.31$0.14$0.18
2015Summary only. Only limited summary data is available for this year.$4.50$0.00$0.83$0.27$0.56
2014Summary only. Only limited summary data is available for this year.$3.76$0.00$1.60$5.32$3.71
2013Summary only. Only limited summary data is available for this year.$7.47$0.00$1.10$0.52$0.58
2012Summary only. Only limited summary data is available for this year.$6.80$0.00$0.65$0.30$0.35
2011Summary only. Only limited summary data is available for this year.$6.44$0.00$0.50$0.25$0.25