Civic Intelligence

F Michael & Roberta Simmons Wong

990PF • Fiscal year 2013 • EIN 91-1504436

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 17, 2014

Organization Profile
One West Century Drive Suite 26ASuiteCorona Dl Mar, CA 90067

(949) 715-5956

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

Higher debt load relative to assets than 27% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

30th percentile

0.00x

Higher debt load relative to revenue than 30% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Net Margin

98th percentile

97%

Higher net margin than 98% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

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.

2013 filings • $1M-$5M nonprofits • Source year 2013

Asset Growth

94th percentile

55%

Faster asset growth than 94% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$1,410,008

Up $500,243 (+55%) from 2012

Net Assets

Up

$1,410,008

Up $502,298 (+55%) from 2012

Liabilities

Down

$1

Down $2,054 (-100%) from 2012

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin98th percentile

Revenue

$388,331

No earlier filing loaded for comparison.

Expenses

Down

$13,226

Down $83,362 (-86%) from 2012

Net Income

$375,105

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth94th percentile

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

$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

2013

Assets$1,410,008
Liabilities$1
Net Assets$1,410,008
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2013

Revenue$388,331
Expenses$13,226
Net Income$375,105
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 17, 2014
Return Version
2013v3.1
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
F MICHAEL WONGVice President-$0--
ROBERTA SIMMONS-WONGPresident-$0--
Filing and Contact Details

Filer

EIN
91-1504436
In Care Of
% F MICHAEL WONG
Phone
9497155956

Signing Officer

Name
F Michael Wong
Title
Vice President
Phone
2066211900
Signed
2014-11-17
Discuss with paid preparer
Yes

Preparer

Preparer
Lawrence R Ross
Phone
2066211900
Raw XML Appendix336 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
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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine10JUDICIAL RESEARCH CORP
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt030000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt02013-07-01
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt0TO SUPPORT EXEMPT ACTIVITIES
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt0THE FOUNDATION DISCOVERED THAT THIS BENEFICIARY AGENCY WAS REMOVED FROM THE APPROVED LIST OF PUBLIC CHARITIES. AS SUCH, THIS DISTRIBUTION HAS BEEN EXCLUDED FROM THE 2013 CALCULATION OF CHARITABLE DISBURSEMENTS. ANY DEFICIENCY RESULTING FROM THIS DISCOVERY WILL BE CORRECTED IN 2014. JUDICIAL RESEARCH CORP HAS BEEN A BENEFICIARY OF THE FOUNDATION FOR SEVERAL YEARS, AT WHICH TIME TAX EXEMPT STATUS WAS CONFIRMED. ADDITIONALLY, THE FOUNDATION WAS UNAWARE OF THE CHANGE TO EXEMPT STATUS AND THEREFORE REQUESTS ABATEMENT OF PENALTY DUE TO REASONABLE CAUSE.
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0F MICHAEL WONG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ROBERTA SIMMONS-WONG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1PRESIDENT
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IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine10ONE WEST CENTURY DRIVE SUITE 26A
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/City0LOS ANGELES
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/State0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode090067
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd1WA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine10F MICHAEL WONG
IRS990PF/StatementsRegardingActyGrp/PhoneNum09497155956
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
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/AppliedToCurrentYearAmt01634
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt063045
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt041771
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt019663
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt09970
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt012138
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt041771
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02011
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02010
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02009
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01634
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt041771
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt019640
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0SCHWARTZ & SCHAPIRO
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt01008
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01008
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amount030000
OtherDecreasesSchedule/OtherDecreasesDetail/Amount10
OtherDecreasesSchedule/OtherDecreasesDetail/Description0GRANT TO JUDICIAL RESEARCH CORP
OtherDecreasesSchedule/OtherDecreasesDetail/Description1SEE ATTACHMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0WA SOS FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt025
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/Desc0LOSS FROM PUBLICLY TRADED PARTNERSHIPS
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt082
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-66
OtherIncreasesSchedule/OtherIncreasesDetail/Amount0138278
OtherIncreasesSchedule/OtherIncreasesDetail/Description0BOOK-TAX DIFFERENCE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt09353
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt1739
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt20
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES-MERRILL LYNCH
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1INVESTMENT FEES - UBS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt2LESS: ALLOCATED TO TE INCOME
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt09353
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt1739
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt2-15
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt01500
TaxesSchedule/TaxesDetail/Amt1601
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1CA TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt1601
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0F MICHAEL WONG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02066211900
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine10F MICHAEL WONG FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0FMIC
ReturnHeader/Filer/EIN0911504436
ReturnHeader/Filer/InCareOfNm0% F MICHAEL WONG
ReturnHeader/Filer/PhoneNum09497155956
ReturnHeader/Filer/USAddress/AddressLine10ONE WEST CENTURY DRIVE SUITE 26A
ReturnHeader/Filer/USAddress/AddressLine20Suite
ReturnHeader/Filer/USAddress/City0LOS ANGELES
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode090067
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10BADER MARTIN PS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine101000 SECOND AVENUE 34TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0SEATTLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0981041022
ReturnHeader/PreparerPersonGrp/PhoneNum02066211900
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAWRENCE R ROSS
ReturnHeader/ReturnTs02014-11-18T17:26:31-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,410,008
Liabilities
$1
Net assets
$1,410,008
Revenue
$388,331
Expenses
$13,226
Net income
$375,105
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.02$2.13$2.11
2022Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.06$0.07$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.18$0.09$0.09
2020Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.18$0.06$0.12
2019Summary only. Only limited summary data is available for this year.$1.11$0.00$0.04$0.07$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.02$0.08$0.06
2015Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$0.01$0.04$0.03
2014Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.06$0.07$0.01
2013Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.39$0.01$0.38
2012Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.10
2011Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.09
2010Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$0.08