Civic Intelligence

The Wheeler Foundation

990PF • Fiscal year 2014 • EIN 95-7106465

Jan 01, 2014 to Dec 31, 2014 • Filed on Aug 10, 2015

Organization Profile
21031 Manessa CircleHuntington Beach, CA 92646

(714) 963-7598

Siviq Scores

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

Liabilities / Assets

93rd percentile

0.93x

Higher debt load relative to assets than 93% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

100th percentile

45.91x

Higher debt load relative to revenue than 100% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Net Margin

1st percentile

-565%

Higher net margin than 1% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Asset Growth

10th percentile

-10%

Faster asset growth than 10% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

89th percentile

75%

Faster revenue growth than 89% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets93rd percentile

Assets

Down

$4,759,095

Down $545,132 (-10%) from 2013

Net Assets

$331,038

No earlier filing loaded for comparison.

Liabilities

Down

$4,428,057

Down $425,063 (-8.8%) from 2013

Revenue And Expenses
Liabilities / Revenue100th percentileNet Margin1st percentile

Revenue

Up

$96,445

Up $41,230 (+75%) from 2013

Expenses

Up

$641,228

Up $748 (+0.1%) from 2013

Net Income

Up

-$544,783

Up $40,482 (+6.9%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth10th percentile

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MAssets 2011: $6,519,505Liabilities 2011: $5,677,1442011Assets 2012: $5,897,135Liabilities 2012: $5,274,7462012Assets 2013: $5,304,227Liabilities 2013: $4,853,1202013Assets 2014: $4,759,095Liabilities 2014: $4,428,057Net Assets 2014: $331,0382014Assets 2015: $4,238,430Liabilities 2015: $3,991,226Net Assets 2015: $247,2042015Assets 2016: $3,706,832Liabilities 2016: $3,552,637Net Assets 2016: $154,1952016Assets 2017: $3,174,511Liabilities 2017: $3,078,729Net Assets 2017: $95,7822017Assets 2018: $2,619,583Liabilities 2018: $2,596,730Net Assets 2018: $22,8532018Assets 2019: $2,108,842Liabilities 2019: $2,100,539Net Assets 2019: $8,3032019Assets 2020: $1,854,426Liabilities 2020: $1,828,756Net Assets 2020: $25,6702020Assets 2021: $1,327,745Liabilities 2021: $1,302,653Net Assets 2021: $25,0922021Assets 2022: $962,513Liabilities 2022: $1,008,361Net Assets 2022: -$45,8482022Assets 2023: $959,865Liabilities 2023: $1,043,763Net Assets 2023: -$83,8982023Assets 2024: $957,669Liabilities 2024: $1,071,228Net Assets 2024: -$113,5592024

Highlighted filing

2014

Assets$4,759,095
Liabilities$4,428,057
Net Assets$331,038
Open 2014 Filing

Operations Trend

Revenue Growth89th percentile

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

$1.5M$1.0M$500K$0-$500K-$1.0MRevenue 2011: $1,053,592Expenses 2011: $231,500Net Income 2011: $822,0922011Revenue 2012: $33,368Expenses 2012: $661,176Net Income 2012: -$627,8082012Revenue 2013: $55,215Expenses 2013: $640,480Net Income 2013: -$585,2652013Revenue 2014: $96,445Expenses 2014: $641,228Net Income 2014: -$544,7832014Revenue 2015: $110,783Expenses 2015: $630,449Net Income 2015: -$519,6662015Revenue 2016: $87,630Expenses 2016: $629,651Net Income 2016: -$542,0212016Revenue 2017: $103,583Expenses 2017: $625,845Net Income 2017: -$522,2622017Revenue 2018: $67,571Expenses 2018: $620,130Net Income 2018: -$552,5592018Revenue 2019: $108,334Expenses 2019: $620,351Net Income 2019: -$512,0172019Revenue 2020: $118,658Expenses 2020: $619,238Net Income 2020: -$500,5802020Revenue 2021: $76,445Expenses 2021: $366,294Net Income 2021: -$289,8492021Revenue 2022: -$8,652Expenses 2022: $364,073Net Income 2022: -$372,7252022Revenue 2023: $9,031Expenses 2023: $11,920Net Income 2023: -$2,8892023Revenue 2024: $2,491Expenses 2024: $10,611Net Income 2024: -$8,1202024

Highlighted filing

2014

Revenue$96,445
Expenses$641,228
Net Income-$544,783
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Aug 10, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Paul Licht PhDTrustee-$0--
Howard Fields MD PhDTrustee-$0--
David A EbershoffTrustee-$0--
Henry Hugh Wheeler IIITrustee-$0--
Nyri Anita WheelerTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Wheeler Foundation
EIN
95-7106465
Phone
7149637598
Address
21031 MANESSA CIRCLE, HUNTINGTON BEACH, CA 92646

Signing Officer

Name
Nyri Anita Wheeler
Title
Trustee
Signed
2015-08-10
Discuss with paid preparer
Yes

Preparer

Firm
Peasley Aldinger & Obymachow
Address
2120 Main Street Suite 265, Huntington Beach, CA 92648
Preparer
Matt a Peasley CPA
Phone
7145364418
Raw XML AppendixShowing 400 of 568 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/CostOrOtherBasisAmt1256052
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt13170000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt14200365
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1550000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-2845
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-1597
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt21133
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt32847
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4878
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5-2551
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6-206
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt768
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt867
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt9-385
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt10444
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt112113
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1217
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-2845
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-1597
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt21133
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt32847
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4878
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5-2551
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6-206
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt768
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt867
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt9-385
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt10444
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt112113
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1217
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt062101
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt181209
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2183092
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3125628
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt4114830
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt565204
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt69475
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt710077
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt839594
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt9115000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1048404
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11183389
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1258165
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt13170000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt14200382
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1550000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd15P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc065,000 PV FHLMC 1.375% 05-01-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc185,000 PV FHLMC 1.375% 05-01-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2180,000 PV GEN ELECTRIC CAP CORP 2.150% 01-09-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3120,000 PV DEUTSCHE BANK AG 3.25% 01-11-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4105,000 PV VERIZON COMMUNIC 5.55% 02-15-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc570,000 PV U S TREASURY NOTES 1.750% 05-15-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc610,000 PV U S TREASURY NOTES 1.750% 05-15-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc710,000 PV U S TREASURY BONDS 2.50% 08-15-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc840,000 PV WELLS FARGO & CO 3.450% 02-13-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9115,000 PV HEWLETT PACKARD 4.75% 06-02-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1050,000 PV FHLMC 1.375% 05-01-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11180,000 PV ONTARIO PROVINCE 1.60% 09-21-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1245,000 PV CBS CORP 8.875% 05-15-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13170,000 PV FNMA 2.625% 11-20-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14200,000 PV U S TREASURY BONDS 2.625% 12-31-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1550,000 PV U S TREASURY BONDS 2.625% 12-31-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02014-02-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12014-02-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22014-02-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32014-02-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42014-03-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52014-04-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62014-05-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72014-05-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82014-05-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92014-06-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102014-06-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112014-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122014-09-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132014-11-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142014-12-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152014-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-17
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-7064
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-544783
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0424714
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0331038
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0451107
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0331038
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0254271
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0254271
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0254271
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0255415
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01144
IRS990PF/DistributableAmountGrp/TotalTaxAmt01144
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0769
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01913
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01144
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0769
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01144
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01144
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01913
IRS990PF/FMVAssetsEOYAmt04789642
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt07650
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt07301
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt07415
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt017577
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt017577
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt02659412
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt02727579
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt02758866
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableBOYAmt04845470
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt04420756
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt044755
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt045552
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt045552
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0183590
IRS990PF/Form990PFBalanceSheetsGrp/PledgesRcvblAmt01559
IRS990PF/Form990PFBalanceSheetsGrp/PledgesRcvblBOYAmt01559
IRS990PF/Form990PFBalanceSheetsGrp/PledgesRcvblEOYAmt01559
IRS990PF/Form990PFBalanceSheetsGrp/PledgesRcvblEOYFMVAmt01559
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt01913
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt0769
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt0769
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt052683
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt069064
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt069064
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt05304227
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt04759095
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt04789642
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt04853120
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt04428057
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt05304227
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt04759095
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0451107
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0331038
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt0451107
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt0331038
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt02352900
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt01896995
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt01896255
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt05186096
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt034392
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt05109406
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt077791
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt042298
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0255415
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt05108305
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt05186096
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Paul Licht PhD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Howard Fields MD PhD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2David A Ebershoff
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Henry Hugh Wheeler III
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4Nyri Anita Wheeler
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0201 Campbell Hall 2920
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt15858 Horton St
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2865 South Figueroa 29th Floor
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt315450 Idaho Rd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt421031 Manessa Circle
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Berkeley
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Emeryville
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Los Angeles
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3Apple Valley
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4Huntington Beach
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/ZIPCd0947202920
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd194608
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd290017
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd392307
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd492646
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt030915007
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt030915579
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0608767
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0622390
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0777
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0350382
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0400806
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt06.05191
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.10814

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,759,095
Liabilities
$4,428,057
Net assets
$331,038
Revenue
$96,445
Expenses
$641,228
Net income
-$544,783
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.96$1.07$0.11$0.00$0.01$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.96$1.04$0.08$0.01$0.01$0.00
2022Detailed filing. Detailed filing data is available for this year.$0.96$1.01$0.05$0.01$0.36$0.37
2021Detailed filing. Detailed filing data is available for this year.$1.33$1.30$0.03$0.08$0.37$0.29
2020Detailed filing. Detailed filing data is available for this year.$1.85$1.83$0.03$0.12$0.62$0.50
2019Detailed filing. Detailed filing data is available for this year.$2.11$2.10$0.01$0.11$0.62$0.51
2018Detailed filing. Detailed filing data is available for this year.$2.62$2.60$0.02$0.07$0.62$0.55
2017Detailed filing. Detailed filing data is available for this year.$3.17$3.08$0.10$0.10$0.63$0.52
2016Detailed filing. Detailed filing data is available for this year.$3.71$3.55$0.15$0.09$0.63$0.54
2015Detailed filing. Detailed filing data is available for this year.$4.24$3.99$0.25$0.11$0.63$0.52
2014Detailed filing. Detailed filing data is available for this year.$4.76$4.43$0.33$0.10$0.64$0.54
2013Summary only. Only limited summary data is available for this year.$5.30$4.85$0.06$0.64$0.59
2012Summary only. Only limited summary data is available for this year.$5.90$5.27$0.03$0.66$0.63
2011Summary only. Only limited summary data is available for this year.$6.52$5.68$1.05$0.23$0.82