Civic Intelligence

University Hill Foundation

990PF • Fiscal year 2018 • EIN 95-1926174

Jan 01, 2018 to Dec 31, 2018 • Filed on May 06, 2019

Organization Profile
5707 Milton AvenueWhittier, CA 90605

(323) 660-9230

Siviq Scores

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

Liabilities / Assets

7th percentile

0.00x

Higher debt load relative to assets than 7% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

8th percentile

0.01x

Higher debt load relative to revenue than 8% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Net Margin

84th percentile

33%

Higher net margin than 84% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Top Officer Pay

12th percentile

$0

Higher top officer pay than 12% of similar nonprofits.

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

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Asset Growth

69th percentile

7.6%

Faster asset growth than 69% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Revenue Growth

94th percentile

101%

Faster revenue growth than 94% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets7th percentile

Assets

Up

$23,558,305

Up $1,658,016 (+7.6%) from 2017

Net Assets

Up

$23,527,900

Up $1,665,429 (+7.6%) from 2017

Liabilities

Down

$30,405

Down $7,413 (-20%) from 2017

Revenue And Expenses
Liabilities / Revenue8th percentileNet Margin84th percentile

Revenue

Up

$2,496,712

Up $1,254,611 (+101%) from 2017

Expenses

Down

$1,683,202

Down $408,358 (-20%) from 2017

Net Income

Up

$813,510

Up $1,662,969 (+196%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth69th percentile

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

$30M$20M$10M$0Assets 2011: $23,960,992Liabilities 2011: $25,517Net Assets 2011: $23,935,4752011Assets 2012: $24,944,187Liabilities 2012: $25,326Net Assets 2012: $24,918,8612012Assets 2013: $24,326,531Liabilities 2013: $43,998Net Assets 2013: $24,282,5332013Assets 2014: $20,395,493Liabilities 2014: $37,210Net Assets 2014: $20,358,2832014Assets 2015: $22,654,275Liabilities 2015: $35,126Net Assets 2015: $22,619,1492015Assets 2016: $22,101,822Liabilities 2016: $33,986Net Assets 2016: $22,067,8362016Assets 2017: $21,900,289Liabilities 2017: $37,818Net Assets 2017: $21,862,4712017Assets 2018: $23,558,305Liabilities 2018: $30,405Net Assets 2018: $23,527,9002018Assets 2019: $22,805,887Liabilities 2019: $31,134Net Assets 2019: $22,774,7532019Assets 2020: $21,784,750Liabilities 2020: $31,424Net Assets 2020: $21,753,3262020Assets 2021: $21,420,311Liabilities 2021: $31,471Net Assets 2021: $21,388,8402021Assets 2022: $19,796,425Liabilities 2022: $26,747Net Assets 2022: $19,769,6782022Assets 2023: $19,388,242Liabilities 2023: $27,904Net Assets 2023: $19,360,3382023Assets 2024: $19,443,845Liabilities 2024: $29,723Net Assets 2024: $19,414,1222024

Highlighted filing

2018

Assets$23,558,305
Liabilities$30,405
Net Assets$23,527,900
Open 2018 Filing

Operations Trend

Revenue Growth94th percentile

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

$10M$5.0M$0-$5.0MExpenses 2011: $4,868,0842011Expenses 2012: $709,9372012Revenue 2013: $2,541,707Expenses 2013: $3,972,316Net Income 2013: -$1,430,6092013Revenue 2014: $2,270,069Expenses 2014: $6,194,319Net Income 2014: -$3,924,2502014Revenue 2015: $3,242,039Expenses 2015: $981,173Net Income 2015: $2,260,8662015Revenue 2016: $784,459Expenses 2016: $2,145,944Net Income 2016: -$1,361,4852016Revenue 2017: $1,242,101Expenses 2017: $2,091,560Net Income 2017: -$849,4592017Revenue 2018: $2,496,712Expenses 2018: $1,683,202Net Income 2018: $813,5102018Revenue 2019: $683,222Expenses 2019: $2,162,234Net Income 2019: -$1,479,0122019Revenue 2020: $546,888Expenses 2020: $2,162,357Net Income 2020: -$1,615,4692020Revenue 2021: $1,529,143Expenses 2021: $2,196,630Net Income 2021: -$667,4872021Revenue 2022: -$109,887Expenses 2022: $2,155,863Net Income 2022: -$2,265,7502022Revenue 2023: $509,554Expenses 2023: $918,894Net Income 2023: -$409,3402023Revenue 2024: $1,015,895Expenses 2024: $931,563Net Income 2024: $84,3322024

Highlighted filing

2018

Revenue$2,496,712
Expenses$1,683,202
Net Income$813,510
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 6, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay12th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HOWARD B FITZPATRICKSecretary-$0--
HENRY WORKMANVice Preside-$0--
DENNIS SLATTERYPresident-$0--
Filing and Contact Details

Filer

Filer Name
University Hill Foundation
EIN
95-1926174
Phone
3236609230
Address
5707 MILTON AVENUE, WHITTIER, CA 90605

Signing Officer

Name
Dennis Slattery
Title
President
Phone
5629077034
Signed
2019-05-06
Discuss with paid preparer
Yes

Preparer

Firm
Walrath Accountancy Corp
Address
17326 EDWARDS RD STE 115, CERRITOS, CA 90703-2444
Preparer
Cyndi K Westcott
Phone
5622290590
Raw XML Appendix333 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/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0WALRATH ACCOUNTANCY CORPORATION
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt017326 EDWARDS ROAD STE 115
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0CERRITOS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0907034148
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum05624043730
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0CONTRIBUTIONS TO SUPPORT SCHOLARSHIPS AT LOYOLA MARYMOUNT UNIVERSITY.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt01478543
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0181314
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11297229
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL SUPPORT SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL SUPPORT SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0LOYOLA MARYMOUNT UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1LOYOLA MARYMOUNT UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01 LMU DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11 LMU DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0LOS ANGELES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1LOS ANGELES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd090045
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd190045
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01478543
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/AppliedToCurrentYearAmt01180306
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01180306
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0683100
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0753088
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt04519649
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01746990
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt01746990
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt06254074
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0298237
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0683100
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0753088
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt04519649
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01478543
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0298237
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt08001064
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt07702827
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt0591
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt0591
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt02763
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt147074
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0PREPAID EXCISE TAX
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1INTEREST RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt011506
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt153680
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt011506
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt153680
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MISCELLANEOUS
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt020
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt09043
OtherIncomeSchedule2/OtherIncomeDetail/Desc0OTHER INVESTMENT INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt09043
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt09043
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0851919
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0FMV VS BOOK VALUE OF CONTRIBUTED STOCK
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0128097
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0MGMT & CUSTODAIN FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0128097
TaxesSchedule/TaxesDetail/Amt0160
TaxesSchedule/TaxesDetail/Amt147289
TaxesSchedule/TaxesDetail/CategoryTxt0CA FTB FILING
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAX PF
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DENNIS SLATTERY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05629077034
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UNIVERSITY HILL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0UNIV
ReturnHeader/Filer/EIN0951926174
ReturnHeader/Filer/PhoneNum03236609230
ReturnHeader/Filer/USAddress/AddressLine1Txt05707 MILTON AVENUE
ReturnHeader/Filer/USAddress/CityNm0WHITTIER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090605
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0481CF9A93DECC83039AB4622AAE2EE030F432CDC
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId06E3C1A8D2C54E95C84149EB0104FC407399EA17D
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt047.148.107.100
ReturnHeader/FilingSecurityInformation/IPDt02019-05-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm015:54:12
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0813493986
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WALRATH ACCOUNTANCY CORP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt017326 EDWARDS RD STE 115
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CERRITOS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0907032444
ReturnHeader/PreparerPersonGrp/PhoneNum05622290590
ReturnHeader/PreparerPersonGrp/PreparationDt02019-05-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CYNDI K WESTCOTT
ReturnHeader/ReturnTs02019-05-14T15:54:12-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$23,558,305
Liabilities
$30,405
Net assets
$23,527,900
Revenue
$2,496,712
Expenses
$1,683,202
Net income
$813,510
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$19.4$0.03$19.4$1.02$0.93$0.08
2023Detailed filing. Detailed filing data is available for this year.$19.4$0.03$19.4$0.51$0.92$0.41
2022Detailed filing. Detailed filing data is available for this year.$19.8$0.03$19.8$0.11$2.16$2.27
2021Detailed filing. Detailed filing data is available for this year.$21.4$0.03$21.4$1.53$2.20$0.67
2020Detailed filing. Detailed filing data is available for this year.$21.8$0.03$21.8$0.55$2.16$1.62
2019Detailed filing. Detailed filing data is available for this year.$22.8$0.03$22.8$0.68$2.16$1.48
2018Detailed filing. Detailed filing data is available for this year.$23.6$0.03$23.5$2.50$1.68$0.81
2017Detailed filing. Detailed filing data is available for this year.$21.9$0.04$21.9$1.24$2.09$0.85
2016Detailed filing. Detailed filing data is available for this year.$22.1$0.03$22.1$0.78$2.15$1.36
2015Detailed filing. Detailed filing data is available for this year.$22.7$0.04$22.6$3.24$0.98$2.26
2014Detailed filing. Detailed filing data is available for this year.$20.4$0.04$20.4$2.27$6.19$3.92
2013Detailed filing. Detailed filing data is available for this year.$24.3$0.04$24.3$2.54$3.97$1.43
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$24.9$0.03$24.9$0.71
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$24.0$0.03$23.9$4.87