Civic Intelligence

F Michael & Roberta Simmons Wong

EIN 91-1504436 • Corona Del Mar, CA

230 Driftwood RoadCorona Del Mar, CA 92625
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2023

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2023

Net Margin

2nd percentile

-10627%

Higher net margin than 2% of similar nonprofits.

<$500k nonprofits • Source year 2023

Top Officer Pay

90th percentile

$20,000

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 100.7% of source-year revenue.

<$500k nonprofits • Source year 2023

Asset Growth

12th percentile

-100%

Faster asset growth than 12% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

13th percentile

-66%

Faster revenue growth than 13% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2023

Assets

Down

$0

Down $1,305,616 (-100%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Down

$0

Down $1,305,616 (-100%) from 2022

Revenue

Down

$19,852

Down $39,192 (-66%) from 2022

Expenses

Up

$2,129,618

Up $2,064,115 (+3151%) from 2022

Net Income

Down

-$2,109,766

Down $2,103,307 (-32564%) from 2022

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2010: $1,281,799Liabilities 2010: $0Net Assets 2010: $1,281,7992010Assets 2011: $1,255,100Liabilities 2011: $0Net Assets 2011: $1,255,1002011Assets 2012: $909,765Liabilities 2012: $2,055Net Assets 2012: $907,7102012Assets 2013: $1,410,008Liabilities 2013: $1Net Assets 2013: $1,410,0082013Assets 2014: $1,390,867Liabilities 2014: $1Net Assets 2014: $1,390,8672014Assets 2015: $1,362,563Liabilities 2015: $1Net Assets 2015: $1,362,5632015Assets 2016: $1,263,194Liabilities 2016: $0Net Assets 2016: $1,263,1942016Assets 2019: $1,111,681Liabilities 2019: $02019Assets 2020: $1,232,338Liabilities 2020: $1Net Assets 2020: $1,232,3382020Assets 2021: $1,314,901Liabilities 2021: $1Net Assets 2021: $1,314,9012021Assets 2022: $1,305,616Liabilities 2022: $0Net Assets 2022: $1,305,6162022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2023

Assets$0
Liabilities$0
Net Assets$0

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$4.0M$2.0M$0-$2.0M-$4.0MExpenses 2010: $84,8962010Expenses 2011: $88,5852011Expenses 2012: $96,5882012Revenue 2013: $388,331Expenses 2013: $13,226Net Income 2013: $375,1052013Revenue 2014: $55,238Expenses 2014: $68,972Net Income 2014: -$13,7342014Revenue 2015: $12,543Expenses 2015: $40,076Net Income 2015: -$27,5332015Revenue 2016: $23,361Expenses 2016: $78,907Net Income 2016: -$55,5462016Revenue 2019: $37,672Expenses 2019: $70,727Net Income 2019: -$33,0552019Revenue 2020: $181,440Expenses 2020: $60,555Net Income 2020: $120,8852020Revenue 2021: $178,010Expenses 2021: $89,896Net Income 2021: $88,1142021Revenue 2022: $59,044Expenses 2022: $65,503Net Income 2022: -$6,4592022Revenue 2023: $19,852Expenses 2023: $2,129,618Net Income 2023: -$2,109,7662023

Highlighted filing

2023

Revenue$19,852
Expenses$2,129,618
Net Income-$2,109,766

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 15, 2024
Return Version
2023v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT SIMMONS-WONGPresidentPT$20,000-$20,000
F MICHAEL WONGVice-President-$0--
GARY GRAYSONDirector-$0--
Filing and Contact Details

Filer

Filer Name
F Michael & Roberta Simmons Wong
EIN
91-1504436
Phone
4258900421
Address
230 DRIFTWOOD ROAD, CORONA DEL MAR, CA 92625

Signing Officer

Name
Roberta-simmons Wong
Title
President
Phone
9495243466
Signed
2024-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Eugene Lewis & Associates
Address
44 E FOOTHILL BLVD 100, ARCADIA, CA 91006
Preparer
Wade E Stevens
Phone
6264629280
Raw XML Appendix332 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0412025
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11663315
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CITY OF HOPE ORANGE COUNTY LENNAR FOUNDATION CANCER CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1CITY OF HOPE ORANGE COUNTY LENNAR FOUNDATION CANCER CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CITY OF HOPE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1CITY OF HOPE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01500 EAST DUARTE ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11500 EAST DUARTE ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0DUARTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1DUARTE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd0910103000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1910103000
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt02075340
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt092519
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt094681
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt092519
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01917272
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01917272
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02104472
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01917272
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01917272
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt094681
LiquidationExplanationStmt/ExplanationTxt0The Foundation terminated effective 12/31/23. The following are attached: Foundation's Plan for Distribution of Assets, Directors' Resolution Approving Dissolution of the Foundation, Articles of Dissolution filed with the Secretary of State of State of Washington, and State of California Certificate of Surrender Out-of-State Corporation. The Foundation distributed substantially all of its remaining assets to a qualified charity in 2023. $55,406 of cash is held in reserve for final legal, accounting and other fees. Final distributions were made to City of Hope in the form of securities valued at $1,663,315 and cash of $412,025. The related letters of acknowledgement from City of Hope are attached. To the extent that cash is received subsequently (e.g. from tax refunds) such funds will be used for legal and accounting fees.
OtherDecreasesSchedule/OtherDecreasesDetail/Amt055406
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0OVERHEAD RESERVE
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0858722
OtherIncreasesSchedule/OtherIncreasesDetail/Amt1834
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0FMV OF ASSETS GRANTED IN EXCESS OF BASIS - SECURITIES
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1BOOK ADJUSTMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt028803
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0OTHER PROFESSIONAL FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt09136
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt019667
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt0485
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX EXPENSE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0485
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERTA-SIMMONS WONG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09495243466
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0F MICHAEL & ROBERTA SIMMONS WONG
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0FMIC
ReturnHeader/Filer/EIN0911504436
ReturnHeader/Filer/PhoneNum04258900421
ReturnHeader/Filer/USAddress/AddressLine1Txt0230 DRIFTWOOD ROAD
ReturnHeader/Filer/USAddress/CityNm0CORONA DEL MAR
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092625
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0954885412
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0EUGENE LEWIS & ASSOCIATES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt044 E FOOTHILL BLVD 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ARCADIA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091006
ReturnHeader/PreparerPersonGrp/PhoneNum06264629280
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WADE E STEVENS
ReturnHeader/ReturnTs02024-05-15T14:24:35-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ROBERTA-SIMMONS
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WONG
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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