Civic Intelligence

Jeremy Trevor Wilcoxen Foundation

EIN 94-3291588 • Fair Oaks, CA

8832 Bold Ruler WayFair Oaks, CA 95628
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

5th percentile

-734%

Higher net margin than 5% of similar nonprofits.

<$500k nonprofits • Source year 2023

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 2023

Asset Growth

12th percentile

-100%

Faster asset growth than 12% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

73rd percentile

22%

Faster revenue growth than 73% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $109,509 (-100%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Down

$0

Down $109,509 (-100%) from 2022

Operations
Liabilities / Revenue66th percentileNet Margin5th percentile

Revenue

Up

$14,924

Up $2,706 (+22%) from 2022

Expenses

Up

$124,433

Up $114,498 (+1152%) from 2022

Net Income

Down

-$109,509

Down $111,792 (-4897%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth12th percentile

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

$150K$100K$50K$0Assets 2011: $70,961Liabilities 2011: $02011Assets 2012: $74,563Liabilities 2012: $02012Assets 2013: $87,184Liabilities 2013: $02013Assets 2014: $102,737Liabilities 2014: $02014Assets 2015: $103,677Liabilities 2015: $0Net Assets 2015: $103,6772015Assets 2016: $99,579Liabilities 2016: $0Net Assets 2016: $99,5792016Assets 2017: $98,409Liabilities 2017: $0Net Assets 2017: $98,4092017Assets 2018: $97,204Liabilities 2018: $0Net Assets 2018: $97,2042018Assets 2019: $94,042Liabilities 2019: $0Net Assets 2019: $94,0422019Assets 2020: $92,408Liabilities 2020: $0Net Assets 2020: $92,4082020Assets 2021: $108,826Liabilities 2021: $1,600Net Assets 2021: $107,2262021Assets 2022: $109,509Liabilities 2022: $0Net Assets 2022: $109,5092022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2023

Assets$0
Liabilities$0
Net Assets$0
Open 2023 Filing

Operations Trend

Revenue Growth73rd percentile

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

$200K$100K$0-$100K-$200KRevenue 2011: $14,912Expenses 2011: $3,506Net Income 2011: $11,4062011Revenue 2012: $12,411Expenses 2012: $3,393Net Income 2012: $9,0182012Revenue 2013: $16,011Expenses 2013: $3,390Net Income 2013: $12,6212013Revenue 2014: $15,937Expenses 2014: $384Net Income 2014: $15,5532014Revenue 2015: $4,336Expenses 2015: $3,396Net Income 2015: $9402015Revenue 2016: $2,709Expenses 2016: $3,385Net Income 2016: -$6762016Revenue 2017: $2,436Expenses 2017: $3,606Net Income 2017: -$1,1702017Revenue 2018: $3,856Expenses 2018: $5,061Net Income 2018: -$1,2052018Revenue 2019: $3,793Expenses 2019: $6,955Net Income 2019: -$3,1622019Revenue 2020: $4,183Expenses 2020: $5,817Net Income 2020: -$1,6342020Revenue 2021: $20,513Expenses 2021: $5,695Net Income 2021: $14,8182021Revenue 2022: $12,218Expenses 2022: $9,935Net Income 2022: $2,2832022Revenue 2023: $14,924Expenses 2023: $124,433Net Income 2023: -$109,5092023

Highlighted filing

2023

Revenue$14,924
Expenses$124,433
Net Income-$109,509
Open 2023 Filing

Filings

Most recent year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$14,924
Expenses
$124,433
Net income
-$109,509
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.15$1.24$1.10
2022Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.12$0.10$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.09$0.02$1.07$0.21$0.06$0.15
2020Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.04$0.06$0.02
2019Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.04$0.07$0.03
2018Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.04$0.05$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.02$0.04$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.03$0.03$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.04$0.03$0.01
2014Summary only. Only limited summary data is available for this year.$1.03$0.00$0.16$0.00$0.16
2013Summary only. Only limited summary data is available for this year.$0.87$0.00$0.16$0.03$0.13
2012Summary only. Only limited summary data is available for this year.$0.75$0.00$0.12$0.03$0.09
2011Summary only. Only limited summary data is available for this year.$0.71$0.00$0.15$0.04$0.11
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 13, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jim WilcoxenTrustee-$0--
Beth WilcoxenTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Jeremy Trevor Wilcoxen Foundation
EIN
94-3291588
Phone
9162082477
Address
8832 Bold Ruler Way, Fair Oaks, CA 95628

Signing Officer

Name
Beth Wilcoxen
Title
Trustee
Signed
2023-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Mora Chapman CPAs
Address
3941 Park Dr Ste 20 PMB 729, El Dorado Hills, CA 95762
Preparer
Alison Mora CPA MST
Phone
9166357421
Raw XML Appendix235 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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LiquidationExplanationStmt/ExplanationTxt0ALL ASSETS WERE LIQUIDATED TO CASH AND DISTRIBUTED TO A 501(C)(3) CHARITABLE ORGANIZATION ON JUNE 29, 2023. THE TOTAL AMOUNT DISTRIBUTED IS $123,288. THE CHARITABLE ORGANIZATION IS AS FOLLOWS:STELLAR ACADEMY FOR DYSLEXICS38325 CEDAR BLVDNEWARK, CA 94560
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Beth Wilcoxen
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Jeremy Trevor Wilcoxen Foundation
ReturnHeader/Filer/BusinessNameControlTxt0JERE
ReturnHeader/Filer/EIN0943291588
ReturnHeader/Filer/PhoneNum09162082477
ReturnHeader/Filer/USAddress/AddressLine1Txt08832 Bold Ruler Way
ReturnHeader/Filer/USAddress/CityNm0Fair Oaks
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095628
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0384204008
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Mora Chapman CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03941 Park Dr Ste 20 PMB 729
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0El Dorado Hills
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095762
ReturnHeader/PreparerPersonGrp/PhoneNum09166357421
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Alison Mora CPA MST
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-11-13T15:42:10-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Beth
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Wilcoxen
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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