Civic Intelligence

Tart-Wald Foundation

EIN 13-6197655 • Lantana, FL

Pub. 78 Eligible
613 South Atlantic DriveLantana, FL 33462
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

72nd percentile

18%

Higher net margin than 72% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2024

Asset Growth

59th percentile

1.4%

Faster asset growth than 59% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

47th percentile

-3.4%

Faster revenue growth than 47% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$281,608

Up $3,819 (+1.4%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$281,608

Up $3,819 (+1.4%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin72nd percentile

Revenue

Down

$20,012

Down $702 (-3.4%) from 2023

Expenses

Down

$16,416

Down $12,069 (-42%) from 2023

Net Income

Up

$3,596

Up $11,367 (+146%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth59th percentile

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

$600K$400K$200K$0Assets 2010: $410,598Liabilities 2010: $127Net Assets 2010: $410,4712010Assets 2011: $399,959Liabilities 2011: $57Net Assets 2011: $399,9022011Assets 2012: $365,240Liabilities 2012: $40Net Assets 2012: $365,2002012Assets 2013: $333,396Liabilities 2013: $0Net Assets 2013: $333,3962013Assets 2014: $317,658Liabilities 2014: $0Net Assets 2014: $317,6582014Assets 2015: $309,755Liabilities 2015: $0Net Assets 2015: $309,7552015Assets 2016: $293,808Liabilities 2016: $0Net Assets 2016: $293,8082016Assets 2017: $280,112Liabilities 2017: $0Net Assets 2017: $280,1122017Assets 2018: $281,344Liabilities 2018: $0Net Assets 2018: $281,3442018Assets 2019: $282,637Liabilities 2019: $0Net Assets 2019: $282,6372019Assets 2020: $280,538Liabilities 2020: $0Net Assets 2020: $280,5382020Assets 2021: $285,984Liabilities 2021: $0Net Assets 2021: $285,9842021Assets 2022: $285,272Liabilities 2022: $0Net Assets 2022: $285,2722022Assets 2023: $277,789Liabilities 2023: $0Net Assets 2023: $277,7892023Assets 2024: $281,608Liabilities 2024: $0Net Assets 2024: $281,6082024

Highlighted filing

2024

Assets$281,608
Liabilities$0
Net Assets$281,608
Open 2024 Filing

Operations Trend

Revenue Growth47th percentile

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

$40K$20K$0-$20K-$40KExpenses 2010: $12,8542010Expenses 2011: $16,3122011Expenses 2012: $19,5402012Revenue 2013: $4,355Expenses 2013: $34,999Net Income 2013: -$30,6442013Revenue 2014: $8,147Expenses 2014: $22,267Net Income 2014: -$14,1202014Revenue 2015: $18,203Expenses 2015: $26,300Net Income 2015: -$8,0972015Revenue 2016: $9,523Expenses 2016: $24,814Net Income 2016: -$15,2912016Revenue 2017: $8,438Expenses 2017: $22,555Net Income 2017: -$14,1172017Revenue 2018: $29,375Expenses 2018: $28,143Net Income 2018: $1,2322018Revenue 2019: $23,434Expenses 2019: $22,450Net Income 2019: $9842019Revenue 2020: $19,543Expenses 2020: $21,667Net Income 2020: -$2,1242020Revenue 2021: $24,786Expenses 2021: $19,404Net Income 2021: $5,3822021Revenue 2022: $23,150Expenses 2022: $24,770Net Income 2022: -$1,6202022Revenue 2023: $20,714Expenses 2023: $28,485Net Income 2023: -$7,7712023Revenue 2024: $20,012Expenses 2024: $16,416Net Income 2024: $3,5962024

Highlighted filing

2024

Revenue$20,012
Expenses$16,416
Net Income$3,596
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$281,608
Liabilities
$0
Net assets
$281,608
Revenue
$20,012
Expenses
$16,416
Net income
$3,596
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.82$0.00$2.82$0.20$0.16$0.04
2023Detailed filing. Detailed filing data is available for this year.$2.78$0.00$2.78$0.21$0.28$0.08
2022Detailed filing. Detailed filing data is available for this year.$2.85$0.00$2.85$0.23$0.25$0.02
2021Detailed filing. Detailed filing data is available for this year.$2.86$0.00$2.86$0.25$0.19$0.05
2020Detailed filing. Detailed filing data is available for this year.$2.81$0.00$2.81$0.20$0.22$0.02
2019Detailed filing. Detailed filing data is available for this year.$2.83$0.00$2.83$0.23$0.22$0.01
2018Detailed filing. Detailed filing data is available for this year.$2.81$0.00$2.81$0.29$0.28$0.01
2017Detailed filing. Detailed filing data is available for this year.$2.80$0.00$2.80$0.08$0.23$0.14
2016Detailed filing. Detailed filing data is available for this year.$2.94$0.00$2.94$0.10$0.25$0.15
2015Detailed filing. Detailed filing data is available for this year.$3.10$0.00$3.10$0.18$0.26$0.08
2014Detailed filing. Detailed filing data is available for this year.$3.18$0.00$3.18$0.08$0.22$0.14
2013Detailed filing. Detailed filing data is available for this year.$3.33$0.00$3.33$0.04$0.35$0.31
2012Detailed filing. Detailed filing data is available for this year.$3.65$0.00$3.65$0.20
2011Detailed filing. Detailed filing data is available for this year.$4.00$0.00$4.00$0.16
2010Detailed filing. Detailed filing data is available for this year.$4.11$0.00$4.10$0.13
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 4, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALLAN WALDFdn Mgr/Trustee-$0--
KENNETH WALDTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Tart-wald Foundation
EIN
13-6197655
In Care Of
% THE FOUNDATION
Address
613 SOUTH ATLANTIC DRIVE, LANTANA, FL 33462

Signing Officer

Name
Alan Wald
Title
Manager/trustee
Phone
5619633401
Signed
2025-11-04

Preparer

Firm
Tri Star Management Group Inc
Address
950 Peninsula Corp Cir 2000, Boca Raton, FL 33487
Preparer
Shawne W Blair CPA
Phone
5619882004
Raw XML Appendix254 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/UndistributedIncomeGrp/PriorYear2Yr02021
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02020
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt0233
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt010194
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt0233
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt0233
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt017261
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt09475
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0UBS FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2NY CHAR500
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt02576
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02576
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt160
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2100
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0223
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ACCRUED ADJUSTMENTS
TaxesSchedule/TaxesDetail/Amt036
TaxesSchedule/TaxesDetail/Amt1600
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAXES PAID
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt036
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ALAN WALD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0MANAGER/TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05619633401
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TART-WALD FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0TART
ReturnHeader/Filer/EIN0136197655
ReturnHeader/Filer/InCareOfNm0% THE FOUNDATION
ReturnHeader/Filer/USAddress/AddressLine1Txt0613 SOUTH ATLANTIC DRIVE
ReturnHeader/Filer/USAddress/CityNm0LANTANA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033462
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Tri Star Management Group Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0950 Peninsula Corp Cir 2000
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Boca Raton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033487
ReturnHeader/PreparerPersonGrp/PhoneNum05619882004
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SHAWNE W BLAIR CPA
ReturnHeader/ReturnTs02025-11-13T09:20:44-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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