Civic Intelligence

Tart-Wald Foundation

990PF • Fiscal year 2022 • EIN 13-6197655

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 14, 2023

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

59th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Liabilities / Revenue

59th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Net Margin

32nd percentile

-7.0%

Higher net margin than 32% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • <$500k nonprofits • Source year 2022

Asset Growth

49th percentile

-0.2%

Faster asset growth than 49% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

35th percentile

-6.6%

Faster revenue growth than 35% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$285,272

Down $712 (-0.2%) from 2021

Net Assets

Down

$285,272

Down $712 (-0.2%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin32nd percentile

Revenue

Down

$23,150

Down $1,636 (-6.6%) from 2021

Expenses

Up

$24,770

Up $5,366 (+28%) from 2021

Net Income

Down

-$1,620

Down $7,002 (-130%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth49th 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

2022

Assets$285,272
Liabilities$0
Net Assets$285,272
Open 2022 Filing

Operations Trend

Revenue Growth35th 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

2022

Revenue$23,150
Expenses$24,770
Net Income-$1,620
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 14, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay78th 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
2023-11-14

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 Appendix265 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/RevenueAndExpensesPerBooksAmt245
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0370
OtherIncreasesSchedule/OtherIncreasesDetail/Amt1538
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0NON-DIVIDEND DISTRIBUTION
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1ACCRUED ADJUSTMENTS
TaxesSchedule/TaxesDetail/Amt048
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt048
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ALAN WALD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0MANAGER/TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05619633401
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-14
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 W BLAIR CPA
ReturnHeader/ReturnTs02023-11-14T15:21:08-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ALAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WALD
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$285,272
Liabilities
$0
Net assets
$285,272
Revenue
$23,150
Expenses
$24,770
Net income
-$1,620
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