The Wain Foundation

990PF • Fiscal year 2017 • EIN 95-6111884

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 05, 2018

Organization Profile

10153 1/2 Riverside DriveToluca Lake, CA 91602

(310) 396-5459

Siviq Scores

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

0.00x

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

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

0.00x

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

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

6.1%

Higher net margin than 57% of similar nonprofits.

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

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

0.5%

Faster asset growth than 49% of similar nonprofits.

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

-81%

Faster revenue growth than 4% of similar nonprofits.

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

Balance Sheet

Liabilities / Assets59th percentile

Assets

$110,466

Up $586 (+0.5%) from 2016

Net Assets

$110,466

Up $586 (+0.5%) from 2016

Liabilities

Flat

Flat from 2016

Revenue And Expenses

Liabilities / Revenue59th percentile Net Margin57th percentile

Revenue

Down

$9,575

Down $41,409 (-81%) from 2016

Expenses

$8,989

Up $1,329 (+17%) from 2016

Net Income

Down

$586

Down $42,738 (-99%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

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

Highlighted filing

2017

Assets$110,466

Liabilities$0

Net Assets$110,466

Open 2017 Filing

Operations Trend

Revenue Growth4th percentile

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

Highlighted filing

2017

Revenue$9,575

Expenses$8,989

Net Income$586

Open 2017 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2017 to Dec 31, 2017
Signed: Oct 5, 2018
Return Version: 2017v2.2

Compensation and Service Providers

Top Officer Pay77th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
DAVID LEE	Secretary/Tres	-	$0	-	-
MARGO LEE	President	-	$0	-	-
ETHAN WAIN	Director	-	$0	-	-
ADEN WAIN	Vice President	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: The Wain Foundation
EIN: 95-6111884
Phone: 3103965459
Address: 10153 1/2 RIVERSIDE DRIVE, TOLUCA LAKE, CA 91602

Signing Officer

Name: Margo Wain Lee
Title: President
Signed: 2018-10-05
Discuss with paid preparer: Yes

Preparer

Firm: Steven J Roy Tax & Management Inc
Address: 10153 1/2 Riverside Drive 106, Toluca Lake, CA 91602
Preparer: Steven J Roy
Phone: 8184894228

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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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	2	ETHAN WAIN
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	1	501C3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	2	501C3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	3	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	4	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	0	L A MOUNTED POLICE FDN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	1	MISC 250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	2	ST JOHNS HEALTH CENTER FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	3	BETH SHIR SHALOM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	4	GLAZA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	1	N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	2	N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	3	N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	4	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	3934 RIGALI STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	2	1328 22ND ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	3	1827 CALIFORNIA AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	4	5333 ZOO DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	LOS ANGELES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	LOS ANGELES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	2	SANTA MONICA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	3	SANTA MONICA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	4	LOS ANGELES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	2	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	3	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	4	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	90039
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	90010
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	2	90404
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	3	90403
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	4	90027
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	7647
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	7175
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	6422
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	8025
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	29269
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	7647
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	7175
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	6422
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	8025
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	7647
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	7647
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	29269
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	21622
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	PORTFOLIO MANAGEMENT FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	175
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	682
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	175
OtherIncomeSchedule2/OtherIncomeDetail/Desc	0	Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	0	1228
ReturnHeader/BuildTS	0	2018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	MARGO WAIN LEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	President
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2018-10-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	THE WAIN FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt	0	co STEVEN J ROY MANAGEMENT INC
ReturnHeader/Filer/BusinessNameControlTxt	0	WAIN
ReturnHeader/Filer/EIN	0	956111884
ReturnHeader/Filer/PhoneNum	0	3103965459
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	10153 1/2 RIVERSIDE DRIVE
ReturnHeader/Filer/USAddress/CityNm	0	TOLUCA LAKE
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	CA
ReturnHeader/Filer/USAddress/ZIPCd	0	91602
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	954793385
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	Steven J Roy Tax & Management Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	10153 1/2 Riverside Drive 106
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	Toluca Lake
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	91602
ReturnHeader/PreparerPersonGrp/PhoneNum	0	8184894228
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	Steven J Roy
ReturnHeader/ReturnTs	0	2018-10-05T18:13:44-07:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2017-01-01
ReturnHeader/TaxPeriodEndDt	0	2017-12-31
ReturnHeader/TaxYr	0	2017

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: $110,466
Liabilities: $0
Net assets: $110,466
Revenue: $9,575
Expenses: $8,989
Net income: $586

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2022Detailed filing. Detailed filing data is available for this year.	$0.66	$0.00	$0.66	$0.03	$0.18	$0.16
2020Detailed filing. Detailed filing data is available for this year.	$0.77	$0.00	$0.77	$0.05	$0.20	$0.15
2019Detailed filing. Detailed filing data is available for this year.	$0.93	$0.00	$0.93	$0.04	$0.11	$0.07
2017Detailed filing. Detailed filing data is available for this year.	$1.10	$0.00	$1.10	$0.10	$0.09	$0.01
2016Detailed filing. Detailed filing data is available for this year.	$1.10	$0.00	$1.10	$0.51	$0.08	$0.43
2014Detailed filing. Detailed filing data is available for this year.	$0.67	$0.00	$0.67	$0.07	$0.06	$0.00
2013Detailed filing. Detailed filing data is available for this year.	$0.67	$0.00	$0.67	$0.04	$0.08	$0.04
2012Summary only. Only limited summary data is available for this year.	$0.71	$0.00		$0.01	$0.01	$0.00
2011Summary only. Only limited summary data is available for this year.	$0.70	$0.00		$0.01	$0.06	$0.05
2010Detailed filing. Detailed filing data is available for this year.	$0.75	$0.00	$0.75		$0.07