Civic Intelligence

Hans G& Thordis Wburkhardt Foundation

EIN 95-4392905 • Newport Beach, CA

2901 West Coast Highway 200Newport Beach, CA 92663
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

43rd percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

44th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Net Margin

96th percentile

82%

Higher net margin than 96% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Top Officer Pay

58th percentile

$0

Higher top officer pay than 58% of similar nonprofits.

$500k-$1M nonprofits • Source year 2025

Asset Growth

92nd percentile

60%

Faster asset growth than 92% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

97th percentile

422%

Faster revenue growth than 97% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Using 2024 Form 990PF data because the latest 2025 filing does not report standard financial totals.

Assets

Up

$889,486

Up $335,068 (+60%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$889,486

Up $335,068 (+60%) from 2023

Revenue

Up

$404,298

Up $326,793 (+422%) from 2023

Expenses

Down

$71,137

Down $264,209 (-79%) from 2023

Net Income

Up

$333,161

Up $591,002 (+229%) from 2023

Trend Graphs

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,149,892Liabilities 2011: $02011Assets 2012: $1,017,712Liabilities 2012: $02012Assets 2013: $926,159Liabilities 2013: $02013Assets 2014: $844,762Liabilities 2014: $02014Assets 2015: $775,702Liabilities 2015: $02015Assets 2020: $2,108,915Liabilities 2020: $0Net Assets 2020: $2,108,9152020Assets 2021: $1,148,518Liabilities 2021: $0Net Assets 2021: $1,148,5182021Assets 2022: $806,334Liabilities 2022: $0Net Assets 2022: $806,3342022Assets 2023: $554,418Liabilities 2023: $0Net Assets 2023: $554,4182023Assets 2024: $889,486Liabilities 2024: $0Net Assets 2024: $889,4862024

Latest loaded filing

2024

Assets$889,486
Liabilities$0
Net Assets$889,486

Operations Trend

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

$2.0M$1.0M$0-$1.0MRevenue 2011: -$57,956Expenses 2011: $122,736Net Income 2011: -$180,6922011Revenue 2012: $7,903Expenses 2012: $140,336Net Income 2012: -$132,4332012Revenue 2013: -$4,665Expenses 2013: $90,409Net Income 2013: -$95,0742013Revenue 2014: -$8,806Expenses 2014: $72,591Net Income 2014: -$81,3972014Revenue 2015: $85,688Expenses 2015: $53,927Net Income 2015: $31,7612015Revenue 2020: $49,803Expenses 2020: $729,684Net Income 2020: -$679,8812020Revenue 2021: $170,374Expenses 2021: $1,120,271Net Income 2021: -$949,8972021Revenue 2022: $187,084Expenses 2022: $534,942Net Income 2022: -$347,8582022Revenue 2023: $77,505Expenses 2023: $335,346Net Income 2023: -$257,8412023Revenue 2024: $404,298Expenses 2024: $71,137Net Income 2024: $333,1612024

Latest loaded filing

2024

Revenue$404,298
Expenses$71,137
Net Income$333,161

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
May 1, 2024 to Apr 30, 2025
Signed
Feb 21, 2026
Return Version
2024v5.5
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHRISTOPHER K POLINGTrustee-$0--
DR ANDREW BERMANTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantTHE UCLA FOUNDATIONPROVIDE SCHOLARSHIPS, FINANCIAL ASSISTANCE, AND PROGRAMS TO STUDENTS PURSUING EDUCATION IN THE ARTS AND OTHER FIELDS.PCLOS ANGELES, CA, US$1,050,000
Filing and Contact Details

Filer

Filer Name
Hans G& Thordis Wburkhardt Foundation
EIN
95-4392905
Phone
9492707450
Address
2901 WEST COAST HIGHWAY 200, NEWPORT BEACH, CA 92663

Signing Officer

Name
Christopher Poling
Title
Trustee
Phone
9492707450
Signed
2026-02-21
Discuss with paid preparer
Yes

Preparer

Firm
The Law Office of Christopher Poling
Address
2901 W COAST HIGHWAY SUITE 200, NEWPORT BEACH, CA 92663
Preparer
Christopher Poling
Phone
9492707450
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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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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0LOS ANGELES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd0900244200
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01050000
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/AppliedToCurrentYearAmt036403
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt036403
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt013747
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0276300
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0449811
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0999629
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0552990
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0552990
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02787884
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01048397
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt013747
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0276300
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0449811
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0999629
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01084800
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01048397
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt03340874
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02292477
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL/TAX FEES -CKP
LegalFeesSchedule/LegalFeesGrp/CategoryTxt1LEGAL FEES - COLEMAN & FROST
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt01943
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt131307
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt03887
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt131307
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt01944
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK CHARGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1STORAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0200
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt11110
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0200
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11110
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0214998
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAINS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt09293
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt1140
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT -MS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1WATERS BOOKKEEPING
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt1140
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt09293
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/Amt0602
TaxesSchedule/TaxesDetail/Amt1100
TaxesSchedule/TaxesDetail/CategoryTxt0IRS NET INVESTMENT INCOME TAX
TaxesSchedule/TaxesDetail/CategoryTxt1AG-REGISTRY OF CHARITABLE TRUSTS RRF1
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt1100
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CHRISTOPHER POLING
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09492707450
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-02-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HANS G& THORDIS WBURKHARDT FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HANS
ReturnHeader/Filer/EIN0954392905
ReturnHeader/Filer/PhoneNum09492707450
ReturnHeader/Filer/USAddress/AddressLine1Txt02901 WEST COAST HIGHWAY 200
ReturnHeader/Filer/USAddress/CityNm0NEWPORT BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092663
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0862173932
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0THE LAW OFFICE OF CHRISTOPHER POLING
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02901 W COAST HIGHWAY SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEWPORT BEACH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092663
ReturnHeader/PreparerPersonGrp/PhoneNum09492707450
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTOPHER POLING
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02026-02-21T14:09:33-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-05-01
ReturnHeader/TaxPeriodEndDt02025-04-30
ReturnHeader/TaxYr02024

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