Civic Intelligence

Will Ptak Foundation Inc.

990PF • Fiscal year 2017 • EIN 23-7161341

Jan 01, 2017 to Dec 31, 2017 • Filed on May 08, 2018

5050 Waterford DriveSheffield Village, OH 44035-1649

(440) 934-3850

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Down

$240,276

Down $13,541 (-5.3%) from 2016

Net Assets

Down

$240,276

Down $13,541 (-5.3%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses

Revenue

Down

$3,410

Down $284 (-7.7%) from 2016

Expenses

Up

$16,951

Up $98 (+0.6%) from 2016

Net Income

Down

-$13,541

Down $382 (-2.9%) from 2016

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2011: $319,557Liabilities 2011: $0Net Assets 2011: $319,5572011Assets 2012: $308,570Liabilities 2012: $0Net Assets 2012: $308,5702012Assets 2013: $292,515Liabilities 2013: $0Net Assets 2013: $292,5152013Assets 2014: $279,870Liabilities 2014: $0Net Assets 2014: $279,8702014Assets 2015: $266,976Liabilities 2015: $0Net Assets 2015: $266,9762015Assets 2016: $253,817Liabilities 2016: $0Net Assets 2016: $253,8172016Assets 2017: $240,276Liabilities 2017: $0Net Assets 2017: $240,2762017Assets 2018: $242,115Liabilities 2018: $0Net Assets 2018: $242,1152018Assets 2019: $228,630Liabilities 2019: $0Net Assets 2019: $228,6302019Assets 2020: $214,720Liabilities 2020: $0Net Assets 2020: $214,7202020Assets 2021: $214,630Liabilities 2021: $0Net Assets 2021: $214,6302021Assets 2022: $209,515Liabilities 2022: $0Net Assets 2022: $209,5152022Assets 2023: $207,709Liabilities 2023: $0Net Assets 2023: $207,7092023Assets 2024: $196,996Liabilities 2024: $0Net Assets 2024: $196,9962024Assets 2025: $186,835Liabilities 2025: $0Net Assets 2025: $186,8352025

Highlighted filing

2017

Assets$240,276
Liabilities$0
Net Assets$240,276

Operations Trend

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

$20K$10K$0-$10K-$20KExpenses 2011: $17,6152011Expenses 2012: $16,1182012Revenue 2013: $3,891Expenses 2013: $19,946Net Income 2013: -$16,0552013Revenue 2014: $3,891Expenses 2014: $16,536Net Income 2014: -$12,6452014Revenue 2015: $3,846Expenses 2015: $16,740Net Income 2015: -$12,8942015Revenue 2016: $3,694Expenses 2016: $16,853Net Income 2016: -$13,1592016Revenue 2017: $3,410Expenses 2017: $16,951Net Income 2017: -$13,5412017Revenue 2018: $19,469Expenses 2018: $17,630Net Income 2018: $1,8392018Revenue 2019: $239Expenses 2019: $13,724Net Income 2019: -$13,4852019Revenue 2020: $123Expenses 2020: $14,033Net Income 2020: -$13,9102020Revenue 2021: $43Expenses 2021: $133Net Income 2021: -$902021Revenue 2022: $21Expenses 2022: $5,136Net Income 2022: -$5,1152022Revenue 2023: $21Expenses 2023: $1,827Net Income 2023: -$1,8062023Revenue 2024: $21Expenses 2024: $10,734Net Income 2024: -$10,7132024Revenue 2025: $20Expenses 2025: $10,181Net Income 2025: -$10,1612025

Highlighted filing

2017

Revenue$3,410
Expenses$16,951
Net Income-$13,541
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 8, 2018
Return Version
2017v2.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT G ZUNICHPresident-$0--
MITCHELL P ZUNICHVice President-$0--
MERRILL LYNCHCustodian-$0--
LAURIE A GATTENSecretary & Treasurer-$0--
Filing and Contact Details

Filer

Filer Name
Will Ptak Foundation Inc
EIN
23-7161341
Phone
4409343850
Address
5050 WATERFORD DRIVE, SHEFFIELD VILLAGE, OH 44035-1649

Signing Officer

Name
Robert Zunich
Title
President
Phone
4409343850
Signed
2018-05-08
Discuss with paid preparer
Yes

Preparer

Firm
Barnes Wendling Cpas Inc
Address
5050 WATERFORD DRIVE, SHEFFIELD VILLAGE, OH 44035
Preparer
Robert G Zunich CPA Abv
Phone
4409343850
Raw XML Appendix399 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/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
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IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
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IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0ROBERT ZUNICH
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
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IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum04409343850
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum04409343850
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0SHEFFIELD VILLAGE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0OH
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd044035
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt13000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt29000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt31500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERALGENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CENTER FOR ARTS-INSPIRED LEARNING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1NEIGHBORHOOD ALLIANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2SECOND HARVEST FOOD BANK OF NORTH CENTRAL OHIO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3THE LEGAL AID SOCIETY OF CLEVELAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4THE MARY LEE - CLOTH A CHILD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501 (C)3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501 (C)3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2501 (C)3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3501 (C)3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4501 (C)3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt013110 SHAKER SQUARE SUITE C203
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1457 GRISWOLD ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt27445 DEER TRAIL LANE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31530 WEST RIVER ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt41657 BROADWAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CLEVELAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1ELYRIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2LORAIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3ELYRIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4LORAIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd044120
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd144035
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd244053
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd344035
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd444052
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt015000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt013027
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt013027
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt03133
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0876
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0299
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt01103
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt09234
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt03823
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt03133
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0876
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0299
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt01103
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt016850
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt03823
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt09234
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt05411
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0STATE FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BROKERAGE FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0100
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt165
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0100
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt165
TaxesSchedule/TaxesDetail/Amt036
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX ON 2016 NET INVESTMENT INCOME
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT ZUNICH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04409343850
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WILL PTAK FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0237161341
ReturnHeader/Filer/PhoneNum04409343850
ReturnHeader/Filer/USAddress/AddressLine1Txt05050 WATERFORD DRIVE
ReturnHeader/Filer/USAddress/CityNm0SHEFFIELD VILLAGE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd0440351649
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId03A27AE9E02FDD30B1F3BB48D9D42151E474266A0
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId03A27AE9E02FDD30B1F3BB48D9D42151E474266A0
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0207.89.36.218
ReturnHeader/FilingSecurityInformation/IPDt02018-05-08
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm011:00:44
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0341463411
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BARNES WENDLING CPAS INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05050 WATERFORD DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SHEFFIELD VILLAGE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd044035
ReturnHeader/PreparerPersonGrp/PhoneNum04409343850
ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT G ZUNICH CPA ABV
ReturnHeader/ReturnTs02018-05-10T07:48:12-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$0.00$0.10$0.10
2024Detailed filing. Detailed filing data is available for this year.$1.97$0.00$1.97$0.00$0.11$0.11
2023Detailed filing. Detailed filing data is available for this year.$2.08$0.00$2.08$0.00$0.02$0.02
2022Detailed filing. Detailed filing data is available for this year.$2.10$0.00$2.10$0.00$0.05$0.05
2021Detailed filing. Detailed filing data is available for this year.$2.15$0.00$2.15$0.00$0.00$0.00
2020Detailed filing. Detailed filing data is available for this year.$2.15$0.00$2.15$0.00$0.14$0.14
2019Detailed filing. Detailed filing data is available for this year.$2.29$0.00$2.29$0.00$0.14$0.13
2018Detailed filing. Detailed filing data is available for this year.$2.42$0.00$2.42$0.19$0.18$0.02
2017Detailed filing. Detailed filing data is available for this year.$2.40$0.00$2.40$0.03$0.17$0.14
2016Detailed filing. Detailed filing data is available for this year.$2.54$0.00$2.54$0.04$0.17$0.13
2015Detailed filing. Detailed filing data is available for this year.$2.67$0.00$2.67$0.04$0.17$0.13
2014Detailed filing. Detailed filing data is available for this year.$2.80$0.00$2.80$0.04$0.17$0.13
2013Detailed filing. Detailed filing data is available for this year.$2.93$0.00$2.93$0.04$0.20$0.16
2012Detailed filing. Detailed filing data is available for this year.$3.09$0.00$3.09$0.16
2011Detailed filing. Detailed filing data is available for this year.$3.20$0.00$3.20$0.18