Civic Intelligence

Helen and Will Webster Foundation

990PF • Fiscal year 2016 • EIN 95-4624483

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 15, 2017

Organization Profile
41 E Foothill Blvd 201Arcadia, CA 91006

(626) 794-3785

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.

2016 filings • $50M-$100M nonprofits • Source year 2016

Liabilities / Revenue

7th percentile

0.00x

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

2016 filings • $50M-$100M nonprofits • Source year 2016

Net Margin

88th percentile

37%

Higher net margin than 88% of similar nonprofits.

2016 filings • $50M-$100M nonprofits • Source year 2016

Top Officer Pay

40th percentile

$230,000

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 1.2% of source-year revenue.

2016 filings • $50M-$100M nonprofits • Source year 2016

Asset Growth

74th percentile

8.0%

Faster asset growth than 74% of similar nonprofits.

2016 filings • $50M-$100M nonprofits • Annualized from 2015 to 2016

Revenue Growth

98th percentile

385%

Faster revenue growth than 98% of similar nonprofits.

2016 filings • $50M-$100M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets7th percentile

Assets

Up

$91,898,243

Up $6,840,666 (+8.0%) from 2015

Net Assets

$91,892,743

No earlier filing loaded for comparison.

Liabilities

Up

$5,500

Up $1,000 (+22%) from 2015

Revenue And Expenses
Liabilities / Revenue7th percentileNet Margin88th percentile

Revenue

Up

$18,732,819

Up $14,866,890 (+385%) from 2015

Expenses

Up

$11,889,956

Up $3,888,311 (+49%) from 2015

Net Income

Up

$6,842,863

Up $10,978,579 (+265%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth74th percentile

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

$300M$200M$100M$0-$100MAssets 2010: $1,972,286Liabilities 2010: $10,790Net Assets 2010: $1,961,4962010Assets 2011: $8,664,825Liabilities 2011: $0Net Assets 2011: $8,664,8252011Assets 2012: $5,426,556Liabilities 2012: $16,524Net Assets 2012: $5,410,0322012Assets 2013: $90,386,952Liabilities 2013: $5,900Net Assets 2013: $90,381,0522013Assets 2014: $89,348,363Liabilities 2014: $5,800Net Assets 2014: $89,342,5632014Assets 2015: $85,057,577Liabilities 2015: $4,5002015Assets 2016: $91,898,243Liabilities 2016: $5,500Net Assets 2016: $91,892,7432016Assets 2017: $159,133,652Liabilities 2017: $0Net Assets 2017: $159,133,6522017Assets 2018: $179,558,949Liabilities 2018: -$41,609Net Assets 2018: $179,600,5582018Assets 2019: $257,573,629Liabilities 2019: $0Net Assets 2019: $257,573,6292019Assets 2020: $246,814,534Liabilities 2020: $0Net Assets 2020: $246,814,5342020Assets 2021: $240,695,845Liabilities 2021: $0Net Assets 2021: $240,695,8452021Assets 2022: $233,313,242Liabilities 2022: $0Net Assets 2022: $233,313,2422022Assets 2023: $224,485,668Liabilities 2023: $7,539Net Assets 2023: $224,478,1292023Assets 2024: $226,628,301Liabilities 2024: $0Net Assets 2024: $226,628,3012024

Highlighted filing

2016

Assets$91,898,243
Liabilities$5,500
Net Assets$91,892,743
Open 2016 Filing

Operations Trend

Revenue Growth98th percentile

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

$100M$50M$0-$50MExpenses 2010: $4,011,0452010Expenses 2011: $4,981,5142011Expenses 2012: $5,149,4672012Revenue 2013: $90,762,187Expenses 2013: $5,791,167Net Income 2013: $84,971,0202013Revenue 2014: $6,719,797Expenses 2014: $7,758,286Net Income 2014: -$1,038,4892014Revenue 2015: $3,865,929Expenses 2015: $8,001,645Net Income 2015: -$4,135,7162015Revenue 2016: $18,732,819Expenses 2016: $11,889,956Net Income 2016: $6,842,8632016Revenue 2017: $80,609,546Expenses 2017: $13,367,558Net Income 2017: $67,241,9882017Revenue 2018: $31,888,769Expenses 2018: $11,433,885Net Income 2018: $20,454,8842018Revenue 2019: $90,902,931Expenses 2019: $12,929,860Net Income 2019: $77,973,0712019Revenue 2020: -$487,130Expenses 2020: $13,082,574Net Income 2020: -$13,569,7042020Revenue 2021: $9,736,121Expenses 2021: $15,701,648Net Income 2021: -$5,965,5272021Revenue 2022: $5,552,315Expenses 2022: $12,752,315Net Income 2022: -$7,200,0002022Revenue 2023: $7,743,121Expenses 2023: $15,173,653Net Income 2023: -$7,430,5322023Revenue 2024: $20,914,316Expenses 2024: $18,471,337Net Income 2024: $2,442,9792024

Highlighted filing

2016

Revenue$18,732,819
Expenses$11,889,956
Net Income$6,842,863
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 15, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay40th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALEC J WEBSTERCo President & SecretaryFT$230,000-$230,000
RICHARD B WEBSTERCo President & TreasurerPT$175,000-$175,000
WILTON B WEBSTERBoard MemberPT$0--
HELEN E WEBSTERBoard MemberPT$0--
THEODORE M JOYCEBoard MemberPT$0--
Filing and Contact Details

Filer

Filer Name
Helen and Will Webster Foundation
EIN
95-4624483
Phone
6267943785
Address
41 E FOOTHILL BLVD 201, ARCADIA, CA 91006

Signing Officer

Name
Richard Webster
Title
Co President & Treasurer
Phone
6267943785
Signed
2017-11-15
Discuss with paid preparer
Yes

Preparer

Firm
The Accounting Annex Inc
Address
41 E FOOTHILL BVLD SUITE 201, ARCADIA, CA 91006
Preparer
Joanne Schwarzer CPA
Phone
6264460836
Raw XML AppendixShowing 400 of 873 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd16D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd17P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0VARIOUS WF9212 COVERED SHORT TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1VARIOUS WF9212 NONCOVERED SHORT TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2BLACKROCK WF9212 COVERED SHORT TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3VARIOUS WF9212 NONCOVERED LONG TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc49350 JNJ SHARES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc525639 JNJ SHARES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc64300 JNJ SHARES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc721450 JNJ SHARES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8VARIOUS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9VARIOUS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10VARIOUS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11VARIOUS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12ALCOA WF9212 ACQ BY DONATION
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13MOOG WF9212 ACQ BY DONATION
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14UNION PACIFIC WF9212 ACQ BY DONATION
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15JNJ WF9212 ACQ BY DONATION
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16JNJ WF9212 ACQ BY DONATION
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17VARIOUS WF9212 COVERED LONG TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42016-06-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52016-06-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62016-06-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72016-06-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102016-04-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122016-07-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132016-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142016-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152016-02-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162016-07-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172016-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt023474186
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt06842863
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt03197
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt091895940
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt085053077
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt091892743
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt04100225
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt04100225
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt04100225
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt04624016
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0523791
IRS990PF/DistributableAmountGrp/TotalTaxAmt0523791
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt073307
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0597098
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0523791
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt073307
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0523791
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0523791
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0597098
IRS990PF/FMVAssetsEOYAmt095633547
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt04500
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt05500
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt075437093
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt079793048
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt083528352
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt02362
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt03890
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt01806
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt01528
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt01528
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt026586
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt073307
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt073307
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt09592092
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt012030360
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt012030360
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt085057577
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt091898243
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt095633547
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt04500
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt05500
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt085057577
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt091898243
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt085053077
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt091892743
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt085053077
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt091892743
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt093888649
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt08655250
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt085233399
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01408330
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt04624016
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt092480319
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt093888649
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt030.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt140.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt415.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt0175000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt1230000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0RICHARD B WEBSTER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ALEC J WEBSTER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2WILTON B WEBSTER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3HELEN E WEBSTER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4THEODORE M JOYCE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Co President & Treasurer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Co President & Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Board Member
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Board Member
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4Board Member
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01824 N MAR VISTA AVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt18879 EMPIRE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt28787 VINEYARD DR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt38787 VINEYARD DR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4130 CHARAN WAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0PASADENA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1SANTA CRUZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2PASO ROBLES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3PASO ROBLES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4ARROYO GRANDE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd091104
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd195060
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd2934468682
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd3934468682
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd493420
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt035574034
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt035835930
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt06999509
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt06651019
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt05138881
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt04809350
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt04577418
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.384666
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.074793
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.068130
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.076161
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.782088
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.922157
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0261896
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt092480319
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt093585238
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt097622468
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt067474124
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt06149370
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt04963816
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt010416338
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt01.923329
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt010416338
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt010416338
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt010416338
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt01
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt12
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0ALL ACTIVITIES,EXPENSES AND REVENUE ARE DIRECTED TO BE FOR THE CHARITABLE PURPOSE OF THIS ORGANIZATION.
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt1This Foundation is primarily focused on helping to provide for the needs of children and young adults. The Foundation's support is centered around initiatives related to educational advancement, and on children's health and welfare. Most grants are in support of schools or other supplemental educational programs, developing life skills, providing health services and nutritional programs.
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0THE ACCOUNTING ANNEX INC
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt041 E FOOTHILL BLVD STE 201
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0ARCADIA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd091006
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd01

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$91,898,243
Liabilities
$5,500
Net assets
$91,892,743
Revenue
$18,732,819
Expenses
$11,889,956
Net income
$6,842,863
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$227$0.00$227$20.9$18.5$2.44
2023Detailed filing. Detailed filing data is available for this year.$224$0.01$224$7.74$15.2$7.43
2022Detailed filing. Detailed filing data is available for this year.$233$0.00$233$5.55$12.8$7.20
2021Detailed filing. Detailed filing data is available for this year.$241$0.00$241$9.74$15.7$5.97
2020Detailed filing. Detailed filing data is available for this year.$247$0.00$247$0.49$13.1$13.6
2019Detailed filing. Detailed filing data is available for this year.$258$0.00$258$90.9$12.9$78.0
2018Detailed filing. Detailed filing data is available for this year.$180$0.04$180$31.9$11.4$20.5
2017Detailed filing. Detailed filing data is available for this year.$159$0.00$159$80.6$13.4$67.2
2016Detailed filing. Detailed filing data is available for this year.$91.9$0.01$91.9$18.7$11.9$6.84
2015Summary only. Only limited summary data is available for this year.$85.1$0.00$3.87$8.00$4.14
2014Detailed filing. Detailed filing data is available for this year.$89.3$0.01$89.3$6.72$7.76$1.04
2013Detailed filing. Detailed filing data is available for this year.$90.4$0.01$90.4$90.8$5.79$85.0
2012Detailed filing. Detailed filing data is available for this year.$5.43$0.02$5.41$5.15
2011Detailed filing. Detailed filing data is available for this year.$8.66$0.00$8.66$4.98
2010Detailed filing. Detailed filing data is available for this year.$1.97$0.01$1.96$4.01