Civic Intelligence

The Westphal Family Foundation

EIN 91-6491365 • Concord, CA

5130 Commercial CircleConcord, CA 94520
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 2025

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2025

Net Margin

2nd percentile

-4851%

Higher net margin than 2% of similar nonprofits.

<$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2025

Asset Growth

12th percentile

-100%

Faster asset growth than 12% of similar nonprofits.

<$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

4th percentile

-100%

Faster revenue growth than 4% of similar nonprofits.

<$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $5,336 (-100%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$0

Down $5,336 (-100%) from 2024

Operations
Liabilities / Revenue66th percentileNet Margin2nd percentile

Revenue

Down

$110

Down $118,756 (-100%) from 2024

Expenses

Down

$5,446

Down $185,594 (-97%) from 2024

Net Income

Up

-$5,336

Up $66,838 (+93%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth12th percentile

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

$300K$200K$100K$0Assets 2011: $105,331Liabilities 2011: $02011Assets 2012: $20,938Liabilities 2012: $02012Assets 2013: $18,246Liabilities 2013: $02013Assets 2014: $18,122Liabilities 2014: $02014Assets 2015: $21,068Liabilities 2015: $0Net Assets 2015: $21,0682015Assets 2016: $233,513Liabilities 2016: $0Net Assets 2016: $233,5132016Assets 2017: $225,334Liabilities 2017: $0Net Assets 2017: $225,3342017Assets 2018: $240,760Liabilities 2018: $0Net Assets 2018: $240,7602018Assets 2019: $231,152Liabilities 2019: $0Net Assets 2019: $231,1522019Assets 2020: $24,060Liabilities 2020: $0Net Assets 2020: $24,0602020Assets 2021: $42,998Liabilities 2021: $0Net Assets 2021: $42,9982021Assets 2022: $128,878Liabilities 2022: $0Net Assets 2022: $128,8782022Assets 2023: $77,510Liabilities 2023: $0Net Assets 2023: $77,5102023Assets 2024: $5,336Liabilities 2024: $0Net Assets 2024: $5,3362024Assets 2025: $0Liabilities 2025: $0Net Assets 2025: $02025

Highlighted filing

2025

Assets$0
Liabilities$0
Net Assets$0
Open 2025 Filing

Operations Trend

Revenue Growth4th percentile

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

$400K$200K$0-$200K-$400KRevenue 2011: $134,206Expenses 2011: $38,060Net Income 2011: $96,1462011Revenue 2012: $234,042Expenses 2012: $318,435Net Income 2012: -$84,3932012Revenue 2013: $195,710Expenses 2013: $198,402Net Income 2013: -$2,6922013Revenue 2014: $195,011Expenses 2014: $195,135Net Income 2014: -$1242014Revenue 2015: $190,006Expenses 2015: $187,060Net Income 2015: $2,9462015Revenue 2016: $390,005Expenses 2016: $177,560Net Income 2016: $212,4452016Revenue 2017: $235,020Expenses 2017: $243,199Net Income 2017: -$8,1792017Revenue 2018: $235,001Expenses 2018: $219,575Net Income 2018: $15,4262018Revenue 2019: $215,000Expenses 2019: $224,607Net Income 2019: -$9,6072019Revenue 2020: $0Expenses 2020: $207,092Net Income 2020: -$207,0922020Revenue 2021: $225,000Expenses 2021: $207,062Net Income 2021: $17,9382021Revenue 2022: $316,000Expenses 2022: $230,120Net Income 2022: $85,8802022Revenue 2023: $22,762Expenses 2023: $78,630Net Income 2023: -$55,8682023Revenue 2024: $118,866Expenses 2024: $191,040Net Income 2024: -$72,1742024Revenue 2025: $110Expenses 2025: $5,446Net Income 2025: -$5,3362025

Highlighted filing

2025

Revenue$110
Expenses$5,446
Net Income-$5,336
Open 2025 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$110
Expenses
$5,446
Net income
-$5,336
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.05$0.05
2024Detailed filing. Detailed filing data is available for this year.$0.05$0.00$0.05$1.19$1.91$0.72
2023Detailed filing. Detailed filing data is available for this year.$0.78$0.00$0.78$0.23$0.79$0.56
2022Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$3.16$2.30$0.86
2021Detailed filing. Detailed filing data is available for this year.$0.43$0.00$0.43$2.25$2.07$0.18
2020Detailed filing. Detailed filing data is available for this year.$0.24$0.00$0.24$0.00$2.07$2.07
2019Detailed filing. Detailed filing data is available for this year.$2.31$0.00$2.31$2.15$2.25$0.10
2018Detailed filing. Detailed filing data is available for this year.$2.41$0.00$2.41$2.35$2.20$0.15
2017Detailed filing. Detailed filing data is available for this year.$2.25$0.00$2.25$2.35$2.43$0.08
2016Detailed filing. Detailed filing data is available for this year.$2.34$0.00$2.34$3.90$1.78$2.12
2015Detailed filing. Detailed filing data is available for this year.$0.21$0.00$0.21$1.90$1.87$0.03
2014Summary only. Only limited summary data is available for this year.$0.18$0.00$1.95$1.95$0.00
2013Summary only. Only limited summary data is available for this year.$0.18$0.00$1.96$1.98$0.03
2012Summary only. Only limited summary data is available for this year.$0.21$0.00$2.34$3.18$0.84
2011Summary only. Only limited summary data is available for this year.$1.05$0.00$1.34$0.38$0.96
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Jul 15, 2025
Signed
Nov 12, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRUCE A WESTPHALTrustee-$0--
PATRICIA A WESTPHALTrustee-$0--
TIM WESTPHALTrustee-$0--
BENTLEY R WESTPHALTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Westphal Family Foundation
EIN
91-6491365
Phone
9258084439
Address
5130 COMMERCIAL CIRCLE, CONCORD, CA 94520

Signing Officer

Name
Tim B Westphal
Title
Trustee
Phone
9258084370
Signed
2025-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Reich and Walner Llp
Address
1980 MOUNTAIN BLVD STE 202, OAKLAND, CA 94611
Preparer
Theresa L Walner
Phone
5103380160
Raw XML Appendix284 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/GrantOrContributionPurposeTxt0INSPIRE EXCELLENCE IN OUR STUDENTS, HELPING THEM TO REALIZE THEIR FULL POTENTIAL AND DISCOVER THEIR PASSIONS AS WOMEN OF HEART, FAITH, COURAGE, AND EXCELLENCE.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1TO COLLECT AND DISTRIBUTE TOYS TO ECONOMICALLY DISADVANTAGED CHILDREN AT CHRISTMAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CARONDELET HIGH SCHOOL FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1MARINE TOYS 4 TOTS FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01133 WINTON DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt118251 QUANTICO GATEWAY DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CONCORD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1TRIANGLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd094518
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd122172
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt05286
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt057
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt057
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0186390
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt068700
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0225413
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0201902
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0198144
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0198144
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0687634
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt05229
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0186390
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt068700
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0225413
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0201902
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt05286
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt05229
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0885778
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0880549
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LiquidationExplanationStmt/ExplanationTxt0IN EARLY 2025, THE TRUSTEES OF THE WESTPHAL FAMILY FOUNDATION VOTED TO TERMINATE THE FOUNDATION EFFECTIVE DECEMBER 31, 2024. THE ATTACHED DECLARATION OF TRUST DISTRIBUTION AND TERMINATION OUTLINED THE PLAN TO SPEND THE REMAINING ASSETS (ALL CASH) TOTALING $5,335.84 IN 2025 BY CONTRIBUTING $5,000 TO CARONDELET HIGH SCHOOL (EIN: 94-1605790) AND PAYING ESTIMATED EXPENSES OF $336. THE FINAL DISTRIBUTION OF ASSETS WAS MADE BY JULY 15, 2025. THE WESTPHAL FAMILY FOUNDATION CEASED TO EXIST AS OF JULY 15, 2025. AFTER THE FINAL ACCOUNTING, $5,000 WAS CONTRIBUTED TO CARONDELET HIGH SCHOOL WITH THE BALANCE USED TO PAY BANK AND RRF-1 FEES AND A SMALL CHARITABLE CONTRIBUTION TO TOYS FOR TOTS CHARITY. ALSO ATTACHED IS CORRESPONDENCE INDICATING NO OBJECTION TO THE PROPOSED TERMINATION FROM THE CALIFORNIA DEPARTMENT OF JUSTICE, THE STATE AGENCY THAT MONITORS CHARITABLE ORGANIZATIONS IN CALIFORNIA. ALL AMOUNTS PAID TO CHARITABLE GRANTEES AND VENDORS WERE PAID VIA CHECK. THEREFORE, THE FAIR MARKET VALUE AND COST BASIS WERE THE SAME AS THE CHECK AMOUNT. NAMES AND ADDRESSES OF CHARITABLE GRANTEES ARE LISTED ON FORM 990PF, PART XIV, LINE 3. AS SUCH, THE 2025 RETURN IS THE FINAL RETURN FOR THE WESTPHAL FAMILY FOUNDATION.
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1COMPLIANCE FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt085
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt175
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0TIM B WESTPHAL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09258084370
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE WESTPHAL FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WEST
ReturnHeader/Filer/EIN0916491365
ReturnHeader/Filer/PhoneNum09258084439
ReturnHeader/Filer/USAddress/AddressLine1Txt05130 COMMERCIAL CIRCLE
ReturnHeader/Filer/USAddress/CityNm0CONCORD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094520
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0943254518
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0REICH AND WALNER LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01980 MOUNTAIN BLVD STE 202
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OAKLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094611
ReturnHeader/PreparerPersonGrp/PhoneNum05103380160
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THERESA L WALNER
ReturnHeader/ReturnTs02025-11-12T17:37:54-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02025-01-01
ReturnHeader/TaxPeriodEndDt02025-07-15
ReturnHeader/TaxYr02024

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