Civic Intelligence

Wharton San Diego

EIN 95-4786105 • 501(c)6 • Poway, CA

990-N Coverage

Profile

Help members prosper both personally and professionally

14540 Red Hawk LanePoway, CA 92064

n/A

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 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

3rd percentile

-657%

Higher net margin than 3% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2025

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.

501(c)6 • <$500k nonprofits • Source year 2025

Asset Growth

29th percentile

-18%

Faster asset growth than 29% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

5th percentile

-84%

Faster revenue growth than 5% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$16,410

Down $3,483 (-18%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$16,410

Down $3,483 (-18%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin3rd percentile

Revenue

Down

$530

Down $2,799 (-84%) from 2024

Expenses

$4,013

No earlier filing loaded for comparison.

Net Income

-$3,483

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset Growth29th percentile

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

$20K$15K$10K$5.0K$0Assets 2024: $19,893Net Assets 2024: $19,8932024Assets 2025: $16,410Net Assets 2025: $16,4102025

Highlighted filing

2025

Assets$16,410
Liabilities-
Net Assets$16,410
Open 2025 Filing

Operations Trend

Revenue Growth5th percentile

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

$6.0K$4.0K$2.0K$0-$2.0K-$4.0KRevenue 2024: $3,3292024Revenue 2025: $530Expenses 2025: $4,013Net Income 2025: -$3,4832025

Highlighted filing

2025

Revenue$530
Expenses$4,013
Net Income-$3,483
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$16,410
Liabilities
-
Net assets
$16,410
Revenue
$530
Expenses
$4,013
Net income
-$3,483
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$16.4$16.4$0.53$4.01$3.48
2024Detailed filing. Detailed filing data is available for this year.$19.9$19.9$3.33
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Mar 27, 2026
Return Version
2025v4.0
Gross Receipts
$530
Mission and Program Overview

Mission

Help members prosper both personally and professionally

Program Services

DescriptionGrantsExpenses
Help members prosper during the year--
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jennifer PerryPresident-$0--
Ellen ChangTreasurer-$0--
Doug HegebarthSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Wharton San Diego
EIN
95-4786105
Phone
8582540428
Address
14540 Red Hawk Lane, Poway, CA 92064

Signing Officer

Name
Ellen Chang
Title
President & CEO
Signed
2026-03-27
Discuss with paid preparer
Yes

Preparer

Firm
Munoz Tax & Accounting Inc
Address
2716 Lorie Dr, Hillsboro, OR 97124
Preparer
Roy Munoz
Phone
9713458240
Supplemental Narrative

Additional Explanations

Other Expenses.1

“Membership $3428”

Other Expenses.2

“Events $585”

Raw XML Appendix96 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Munoz Tax Accounting Inc
IRS990EZ/BooksInCareOfDetail/PhoneNum05038585465
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02716 NE Lorie Dr
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Hillsboro
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd097124
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt019893
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt016410
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-3483
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt019893
IRS990EZ/Form990TotalAssetsGrp/EOYAmt016410
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt0530
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt019893
IRS990EZ/NetAssetsOrFundBalancesEOYAmt016410
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt019893
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt016410
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Jennifer Perry
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Ellen Chang
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Doug Hegebarth
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt04013
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Help members prosper both personally and professionally
IRS990EZ/ProgramServiceRevenueAmt0530
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Help members prosper during the year
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt04013
IRS990EZ/TotalRevenueAmt0530
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Membership $3428
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Events $585
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Ellen Chang
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President & CEO
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-03-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Wharton San Diego
ReturnHeader/Filer/BusinessNameControlTxt0WHAR
ReturnHeader/Filer/EIN0954786105
ReturnHeader/Filer/PhoneNum08582540428
ReturnHeader/Filer/USAddress/AddressLine1Txt014540 Red Hawk Lane
ReturnHeader/Filer/USAddress/CityNm0Poway
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092064
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0932321713
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Munoz Tax & Accounting Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02716 Lorie Dr
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Hillsboro
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097124
ReturnHeader/PreparerPersonGrp/PhoneNum09713458240
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Roy Munoz
ReturnHeader/ReturnTs02026-03-27T13:24:00-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02025-01-01
ReturnHeader/TaxPeriodEndDt02025-12-31
ReturnHeader/TaxYr02025

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