Civic Intelligence

Williamson Ranch Foundation Inc

990PF • Fiscal year 2014 • EIN 94-3101856

Jan 01, 2014 to Dec 31, 2014 • Filed on Jul 21, 2015

PO Box 2220Orinda, CA 94563

(925) 757-4808

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

24th percentile

-12%

Higher net margin than 24% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

41st percentile

-1.8%

Faster asset growth than 41% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

29th percentile

-13%

Faster revenue growth than 29% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Down

$392,010

Down $7,091 (-1.8%) from 2013

Net Assets

$392,010

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2013

Revenue

Down

$33,137

Down $4,825 (-13%) from 2013

Expenses

Down

$36,992

Down $4,314 (-10%) from 2013

Net Income

Down

-$3,855

Down $511 (-15%) from 2013

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $410,914Liabilities 2011: $02011Assets 2012: $402,531Liabilities 2012: $02012Assets 2013: $399,101Liabilities 2013: $02013Assets 2014: $392,010Liabilities 2014: $0Net Assets 2014: $392,0102014Assets 2015: $406,937Liabilities 2015: $0Net Assets 2015: $406,9372015Assets 2016: $533,672Liabilities 2016: $0Net Assets 2016: $533,6722016Assets 2017: $516,689Liabilities 2017: $0Net Assets 2017: $516,6892017Assets 2018: $521,700Liabilities 2018: $0Net Assets 2018: $521,7002018Assets 2019: $518,262Liabilities 2019: $0Net Assets 2019: $518,2622019Assets 2020: $520,623Liabilities 2020: $0Net Assets 2020: $520,6232020Assets 2021: $534,031Liabilities 2021: $0Net Assets 2021: $534,0312021Assets 2022: $526,564Liabilities 2022: $2Net Assets 2022: $526,5622022Assets 2023: $490,762Liabilities 2023: $1Net Assets 2023: $490,7612023Assets 2024: $391,968Liabilities 2024: $0Net Assets 2024: $391,9682024

Highlighted filing

2014

Assets$392,010
Liabilities$0
Net Assets$392,010

Operations Trend

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

$200K$100K$0-$100KRevenue 2011: $92,766Expenses 2011: $59,429Net Income 2011: $33,3372011Revenue 2012: $23,030Expenses 2012: $31,413Net Income 2012: -$8,3832012Revenue 2013: $37,962Expenses 2013: $41,306Net Income 2013: -$3,3442013Revenue 2014: $33,137Expenses 2014: $36,992Net Income 2014: -$3,8552014Revenue 2015: $57,845Expenses 2015: $42,918Net Income 2015: $14,9272015Revenue 2016: $168,186Expenses 2016: $41,451Net Income 2016: $126,7352016Revenue 2017: $49,914Expenses 2017: $66,897Net Income 2017: -$16,9832017Revenue 2018: $56,860Expenses 2018: $51,849Net Income 2018: $5,0112018Revenue 2019: $60,796Expenses 2019: $64,234Net Income 2019: -$3,4382019Revenue 2020: $38,265Expenses 2020: $35,904Net Income 2020: $2,3612020Revenue 2021: $93,754Expenses 2021: $80,346Net Income 2021: $13,4082021Revenue 2022: $50,910Expenses 2022: $58,379Net Income 2022: -$7,4692022Revenue 2023: $38,459Expenses 2023: $74,260Net Income 2023: -$35,8012023Revenue 2024: $66,214Expenses 2024: $74,109Net Income 2024: -$7,8952024

Highlighted filing

2014

Revenue$33,137
Expenses$36,992
Net Income-$3,855
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Jul 21, 2015
Return Version
2014v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT J SEHRSecretary-$0--
JOHN SLATTENDirector-$0--
CHERYL ALLEGRODirector-$0--
VASILI MILLIASPresident & CEO-$0--
JIM BOCCIODirector-$0--
Filing and Contact Details

Filer

Filer Name
Williamson Ranch Foundation Inc
EIN
94-3101856
Phone
9257574808
Address
PO BOX 2220, ORINDA, CA 94563

Signing Officer

Name
Vasili Millias
Title
President & CEO
Signed
2015-07-21
Discuss with paid preparer
Yes

Preparer

Firm
Clay Millias & Co LLP
Address
1 CAMINO SOBRANTE SUITE 215, ORINDA, CA 94563
Preparer
Vasili Millias
Phone
9257574808
Raw XML Appendix354 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/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0TO OPERATE AND MAINTAIN MUSEUM AND HISTORIC SITE.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt036992
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
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0DONALD WILLIAMSON LIVING TRUST
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0PO BOX 2220
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0ORINDA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd094563
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt033137
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt059690
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt1152493
LandEtcSchedule2/LandEtcGrp/BookValueAmt075310
LandEtcSchedule2/LandEtcGrp/BookValueAmt1287500
LandEtcSchedule2/LandEtcGrp/BookValueAmt220145
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0Buildings
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt1Land
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt2Miscellaneous
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt0135000
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt1287500
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt2172638
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt05118
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt12354
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Net Intangible Assets
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1OTHER ASSETS
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt05118
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt12354
OtherDecreasesSchedule/OtherDecreasesDetail/Amt03236
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ADVANCE FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK SERVICE CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1DUES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2FEED EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4LANDSCAPING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5LICENSE FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6OTHER
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc7PROPANE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc8REPAIRS AND MAINTENANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc9SECRETARY OF STATE FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc10SECURITY
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc11SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc12TELEPHONE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc13UTILITIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc14WASTE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt012
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt172
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2552
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt38213
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt4620
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt529
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt6170
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt71038
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt83050
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt910
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10766
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt114264
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt12592
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt13753
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt14931
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt012
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt172
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2552
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt38213
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4620
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt529
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt6170
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt71038
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt83050
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt910
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt10766
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt114264
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt12592
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt13753
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt14931
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02024
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0PROFESSIONAL FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt02024
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/Amt06715
TaxesSchedule/TaxesDetail/CategoryTxt0PROPERTY TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt06715
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0VASILI MILLIAS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President & CEO
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-07-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WILLIAMSON RANCH FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0943101856
ReturnHeader/Filer/PhoneNum09257574808
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 2220
ReturnHeader/Filer/USAddress/CityNm0ORINDA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094563
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Clay Millias & Co LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01 CAMINO SOBRANTE SUITE 215
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ORINDA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094563
ReturnHeader/PreparerPersonGrp/PhoneNum09257574808
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0VASILI MILLIAS
ReturnHeader/ReturnTs02015-07-21T13:26:22-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.92$0.00$3.92$0.66$0.74$0.08
2023Detailed filing. Detailed filing data is available for this year.$4.91$0.00$4.91$0.38$0.74$0.36
2022Detailed filing. Detailed filing data is available for this year.$5.27$0.00$5.27$0.51$0.58$0.07
2021Detailed filing. Detailed filing data is available for this year.$5.34$0.00$5.34$0.94$0.80$0.13
2020Detailed filing. Detailed filing data is available for this year.$5.21$0.00$5.21$0.38$0.36$0.02
2019Detailed filing. Detailed filing data is available for this year.$5.18$0.00$5.18$0.61$0.64$0.03
2018Detailed filing. Detailed filing data is available for this year.$5.22$0.00$5.22$0.57$0.52$0.05
2017Detailed filing. Detailed filing data is available for this year.$5.17$0.00$5.17$0.50$0.67$0.17
2016Detailed filing. Detailed filing data is available for this year.$5.34$0.00$5.34$1.68$0.41$1.27
2015Detailed filing. Detailed filing data is available for this year.$4.07$0.00$4.07$0.58$0.43$0.15
2014Detailed filing. Detailed filing data is available for this year.$3.92$0.00$3.92$0.33$0.37$0.04
2013Summary only. Only limited summary data is available for this year.$3.99$0.00$0.38$0.41$0.03
2012Summary only. Only limited summary data is available for this year.$4.03$0.00$0.23$0.31$0.08
2011Summary only. Only limited summary data is available for this year.$4.11$0.00$0.93$0.59$0.33