Civic Intelligence

Tart-Wald Foundation

990PF • Fiscal year 2015 • EIN 13-6197655

Jan 01, 2015 to Dec 31, 2015 • Filed on Aug 11, 2016

Organization Profile
613 South Atlantic DriveLantana, FL 33462

(561) 963-3401

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

Liabilities / Revenue

58th percentile

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

Net Margin

12th percentile

-44%

Higher net margin than 12% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Top Officer Pay

76th percentile

$500

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 2.7% of source-year revenue.

2015 filings • <$500k nonprofits • Source year 2015

Asset Growth

40th percentile

-2.5%

Faster asset growth than 40% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

94th percentile

123%

Faster revenue growth than 94% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$309,755

Down $7,903 (-2.5%) from 2014

Net Assets

Down

$309,755

Down $7,903 (-2.5%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin12th percentile

Revenue

Up

$18,203

Up $10,056 (+123%) from 2014

Expenses

Up

$26,300

Up $4,033 (+18%) from 2014

Net Income

Up

-$8,097

Up $6,023 (+43%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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

$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

2015

Assets$309,755
Liabilities$0
Net Assets$309,755
Open 2015 Filing

Operations Trend

Revenue Growth94th percentile

Revenue, expenses, and net income across loaded years, with this 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

2015

Revenue$18,203
Expenses$26,300
Net Income-$8,097
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Aug 11, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALLAN WALDFdn Mgr/Trustee-$500-$500
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
Allan Wald
Title
Manager/trustee
Phone
5619633401
Signed
2016-08-11

Preparer

Firm
Tri Star Management Group Inc
Address
950 Peninsula Corp Cir 2000, Boca Raton, FL 33487
Preparer
Shawne Blair CPA
Phone
5619882004
Raw XML Appendix261 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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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2OTHER FEES & EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02642
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt125
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt243
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0194
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0PP/FMV ADJUSTMENTS
TaxesSchedule/TaxesDetail/Amt0200
TaxesSchedule/TaxesDetail/Amt1350
TaxesSchedule/TaxesDetail/Amt230
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1NEW YORK TAX
TaxesSchedule/TaxesDetail/CategoryTxt2FOREIGN TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt030
ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ALLAN WALD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0MANAGER/TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05619633401
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-08-11
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/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 BLAIR CPA
ReturnHeader/ReturnTs02016-08-12T13:23:38-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$309,755
Liabilities
$0
Net assets
$309,755
Revenue
$18,203
Expenses
$26,300
Net income
-$8,097
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