Civic Intelligence

Jeremy Trevor Wilcoxen Foundation

990PF • Fiscal year 2017 • EIN 94-3291588

Jul 01, 2016 to Jun 30, 2017 • Filed on Oct 25, 2017

Organization Profile
8832 Bold Ruler WayFair Oaks, CA 95628

(916) 966-7030

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

10th percentile

-48%

Higher net margin than 10% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

43rd percentile

-1.2%

Faster asset growth than 43% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

32nd percentile

-10%

Faster revenue growth than 32% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$98,409

Down $1,170 (-1.2%) from 2016

Net Assets

Down

$98,409

Down $1,170 (-1.2%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin10th percentile

Revenue

Down

$2,436

Down $273 (-10%) from 2016

Expenses

Up

$3,606

Up $221 (+6.5%) from 2016

Net Income

Down

-$1,170

Down $494 (-73%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

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

$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

2017

Assets$98,409
Liabilities$0
Net Assets$98,409
Open 2017 Filing

Operations Trend

Revenue Growth32nd percentile

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

2017

Revenue$2,436
Expenses$3,606
Net Income-$1,170
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Oct 25, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay77th 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
9169667030
Address
8832 Bold Ruler Way, Fair Oaks, CA 95628

Signing Officer

Name
Jim Wilcoxen
Title
Trustee
Signed
2017-10-25
Discuss with paid preparer
Yes

Preparer

Firm
Mora Chapman CPAs
Address
11249 Gold Country Boulevard Suite, GOLD RIVER, CA 95670
Preparer
Alison Mora CPA MST
Phone
9166357421
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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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TaxesSchedule/TaxesDetail/Amt052
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
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ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Jeremy Trevor Wilcoxen Foundation
ReturnHeader/Filer/BusinessNameControlTxt0JERE
ReturnHeader/Filer/EIN0943291588
ReturnHeader/Filer/PhoneNum09169667030
ReturnHeader/Filer/USAddress/AddressLine1Txt08832 Bold Ruler Way
ReturnHeader/Filer/USAddress/CityNm0Fair Oaks
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095628
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Mora Chapman CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt011249 Gold Country Boulevard Suite
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GOLD RIVER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095670
ReturnHeader/PreparerPersonGrp/PhoneNum09166357421
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Alison Mora CPA MST
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-10-25T10:51:30-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$98,409
Liabilities
$0
Net assets
$98,409
Revenue
$2,436
Expenses
$3,606
Net income
-$1,170
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