Civic Intelligence

Walter & Donna Conn Charitable Foundation

990PF • Fiscal year 2017 • EIN 95-7024988

Jan 01, 2017 to Dec 31, 2017 • Filed on May 25, 2018

Organization Profile
800 W 6th St c/o Dunn CompanyLos Angeles, CA 90017

(213) 683-0500

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

98th percentile

97%

Higher net margin than 98% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

94th percentile

60%

Faster asset growth than 94% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

100th percentile

4090%

Faster revenue growth than 100% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$3,153,680

Up $1,185,327 (+60%) from 2016

Net Assets

Up

$3,153,680

Up $1,185,327 (+60%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin98th percentile

Revenue

Up

$1,028,847

Up $1,004,293 (+4090%) from 2016

Expenses

Down

$31,049

Down $165,631 (-84%) from 2016

Net Income

Up

$997,798

Up $1,169,924 (+680%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth94th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $1,092,182Liabilities 2011: $02011Assets 2012: $1,122,472Liabilities 2012: $0Net Assets 2012: $1,122,4722012Assets 2013: $1,130,410Liabilities 2013: $0Net Assets 2013: $1,130,4102013Assets 2014: $1,901,786Liabilities 2014: $0Net Assets 2014: $1,901,7862014Assets 2015: $2,016,236Liabilities 2015: $0Net Assets 2015: $2,016,2362015Assets 2016: $1,968,353Liabilities 2016: $0Net Assets 2016: $1,968,3532016Assets 2017: $3,153,680Liabilities 2017: $0Net Assets 2017: $3,153,6802017Assets 2018: $4,365,834Liabilities 2018: $0Net Assets 2018: $4,365,8342018Assets 2019: $5,838,589Liabilities 2019: $0Net Assets 2019: $5,838,5892019Assets 2020: $6,685,234Liabilities 2020: $0Net Assets 2020: $6,685,2342020Assets 2021: $7,250,335Liabilities 2021: $0Net Assets 2021: $7,250,3352021Assets 2022: $5,939,671Liabilities 2022: $0Net Assets 2022: $5,939,6712022Assets 2023: $6,552,114Liabilities 2023: $0Net Assets 2023: $6,552,1142023Assets 2024: $6,882,900Liabilities 2024: $0Net Assets 2024: $6,882,9002024

Highlighted filing

2017

Assets$3,153,680
Liabilities$0
Net Assets$3,153,680
Open 2017 Filing

Operations Trend

Revenue Growth100th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $40,914Expenses 2011: $14,950Net Income 2011: $25,9642011Expenses 2012: $39,6292012Revenue 2013: $37,502Expenses 2013: $90,390Net Income 2013: -$52,8882013Revenue 2014: $862,852Expenses 2014: $39,935Net Income 2014: $822,9172014Revenue 2015: $249,054Expenses 2015: $134,604Net Income 2015: $114,4502015Revenue 2016: $24,554Expenses 2016: $196,680Net Income 2016: -$172,1262016Revenue 2017: $1,028,847Expenses 2017: $31,049Net Income 2017: $997,7982017Revenue 2018: $2,197,162Expenses 2018: $248,910Net Income 2018: $1,948,2522018Revenue 2019: $1,112,914Expenses 2019: $381,572Net Income 2019: $731,3422019Revenue 2020: $580,946Expenses 2020: $296,977Net Income 2020: $283,9692020Revenue 2021: $593,744Expenses 2021: $359,236Net Income 2021: $234,5082021Revenue 2022: $126,440Expenses 2022: $367,312Net Income 2022: -$240,8722022Revenue 2023: $520,023Expenses 2023: $350,509Net Income 2023: $169,5142023Revenue 2024: $294,244Expenses 2024: $378,039Net Income 2024: -$83,7952024

Highlighted filing

2017

Revenue$1,028,847
Expenses$31,049
Net Income$997,798
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 25, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Patrick ConnTrusteePT$0--
Donna ConnTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
Walter & Donna Conn Charitable
EIN
95-7024988
Phone
2136830500
Address
800 W 6th St c/o Dunn Company, Los Angeles, CA 90017

Signing Officer

Name
Patrick Conn
Title
Trustee
Signed
2018-05-25
Discuss with paid preparer
Yes

Preparer

Firm
Skeehan & Company
Address
180 S Lake Ave Seventh Floor, Pasadena, CA 91101
Preparer
Joseph W Skeehan
Phone
6265859555
Raw XML Appendix260 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/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0187529
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt038415
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IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Donna Conn
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Trustee
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1800 W Sixth Street 600
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Los Angeles
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Los Angeles
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IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
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IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0St Thomas University
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
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IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1Marital Trust of Walt Donna Conn
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt1800 W Sixth St 6th Floor
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1Los Angeles
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IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
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IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt130000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt013435
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment management fees/commissions
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt013435
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt0969
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt125
TaxesSchedule/TaxesDetail/Amt0969
TaxesSchedule/TaxesDetail/Amt125
TaxesSchedule/TaxesDetail/CategoryTxt0Excise Taxes
TaxesSchedule/TaxesDetail/CategoryTxt1Other Taxes
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Patrick Conn
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Walter & Donna Conn Charitable
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Foundation
ReturnHeader/Filer/BusinessNameControlTxt0WALT
ReturnHeader/Filer/EIN0957024988
ReturnHeader/Filer/PhoneNum02136830500
ReturnHeader/Filer/USAddress/AddressLine1Txt0800 W 6th St c/o Dunn Company
ReturnHeader/Filer/USAddress/CityNm0Los Angeles
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090017
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0954023565
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Skeehan & Company
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0180 S Lake Ave Seventh Floor
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Pasadena
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091101
ReturnHeader/PreparerPersonGrp/PhoneNum06265859555
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Joseph W Skeehan
ReturnHeader/ReturnTs02018-05-25T16:35:07-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,153,680
Liabilities
$0
Net assets
$3,153,680
Revenue
$1,028,847
Expenses
$31,049
Net income
$997,798
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.88$0.00$6.88$0.29$0.38$0.08
2023Detailed filing. Detailed filing data is available for this year.$6.55$0.00$6.55$0.52$0.35$0.17
2022Detailed filing. Detailed filing data is available for this year.$5.94$0.00$5.94$0.13$0.37$0.24
2021Detailed filing. Detailed filing data is available for this year.$7.25$0.00$7.25$0.59$0.36$0.23
2020Detailed filing. Detailed filing data is available for this year.$6.69$0.00$6.69$0.58$0.30$0.28
2019Detailed filing. Detailed filing data is available for this year.$5.84$0.00$5.84$1.11$0.38$0.73
2018Detailed filing. Detailed filing data is available for this year.$4.37$0.00$4.37$2.20$0.25$1.95
2017Detailed filing. Detailed filing data is available for this year.$3.15$0.00$3.15$1.03$0.03$1.00
2016Detailed filing. Detailed filing data is available for this year.$1.97$0.00$1.97$0.02$0.20$0.17
2015Detailed filing. Detailed filing data is available for this year.$2.02$0.00$2.02$0.25$0.13$0.11
2014Detailed filing. Detailed filing data is available for this year.$1.90$0.00$1.90$0.86$0.04$0.82
2013Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.04$0.09$0.05
2012Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.04
2011Summary only. Only limited summary data is available for this year.$1.09$0.00$0.04$0.01$0.03