Civic Intelligence

The Robert J and Susan K Weis Foundation

EIN 25-1538895 • Scottsdale, AZ

Pub. 78 Eligible
10040 E Happy Valley Road 55Scottsdale, AZ 85255-2366
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

8th percentile

-191%

Higher net margin than 8% 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

44th percentile

-5.9%

Faster asset growth than 44% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

9th percentile

-84%

Faster revenue growth than 9% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$482,457

Down $30,366 (-5.9%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$482,457

Down $30,366 (-5.9%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin8th percentile

Revenue

Down

$15,892

Down $82,458 (-84%) from 2023

Expenses

Up

$46,258

Up $30,158 (+187%) from 2023

Net Income

Down

-$30,366

Down $112,616 (-137%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth44th percentile

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

$600K$400K$200K$0Assets 2011: $494,587Liabilities 2011: $0Net Assets 2011: $494,5872011Assets 2012: $491,951Liabilities 2012: $0Net Assets 2012: $491,9512012Assets 2013: $483,985Liabilities 2013: $0Net Assets 2013: $483,9852013Assets 2014: $474,517Liabilities 2014: $0Net Assets 2014: $474,5172014Assets 2015: $456,492Liabilities 2015: $0Net Assets 2015: $456,4922015Assets 2016: $457,970Liabilities 2016: $0Net Assets 2016: $457,9702016Assets 2017: $451,151Liabilities 2017: $0Net Assets 2017: $451,1512017Assets 2018: $425,409Liabilities 2018: $0Net Assets 2018: $425,4092018Assets 2019: $435,746Liabilities 2019: $10,683Net Assets 2019: $425,0632019Assets 2020: $423,125Liabilities 2020: $0Net Assets 2020: $423,1252020Assets 2021: $422,406Liabilities 2021: $0Net Assets 2021: $422,4062021Assets 2022: $431,075Liabilities 2022: $0Net Assets 2022: $431,0752022Assets 2023: $512,823Liabilities 2023: $0Net Assets 2023: $512,8232023Assets 2024: $482,457Liabilities 2024: $0Net Assets 2024: $482,4572024

Highlighted filing

2024

Assets$482,457
Liabilities$0
Net Assets$482,457
Open 2024 Filing

Operations Trend

Revenue Growth9th percentile

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

$100K$50K$0-$50KExpenses 2011: $15,7762011Expenses 2012: $21,8522012Expenses 2013: $21,8522013Revenue 2014: $15,913Expenses 2014: $25,381Net Income 2014: -$9,4682014Revenue 2015: $5,423Expenses 2015: $23,448Net Income 2015: -$18,0252015Revenue 2016: $21,698Expenses 2016: $20,220Net Income 2016: $1,4782016Revenue 2017: $17,594Expenses 2017: $24,413Net Income 2017: -$6,8192017Revenue 2018: $550Expenses 2018: $26,292Net Income 2018: -$25,7422018Revenue 2019: $25,254Expenses 2019: $25,600Net Income 2019: -$3462019Revenue 2020: $23,200Expenses 2020: $25,138Net Income 2020: -$1,9382020Revenue 2021: $24,509Expenses 2021: $25,228Net Income 2021: -$7192021Revenue 2022: $36,169Expenses 2022: $27,500Net Income 2022: $8,6692022Revenue 2023: $98,350Expenses 2023: $16,100Net Income 2023: $82,2502023Revenue 2024: $15,892Expenses 2024: $46,258Net Income 2024: -$30,3662024

Highlighted filing

2024

Revenue$15,892
Expenses$46,258
Net Income-$30,366
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$482,457
Liabilities
$0
Net assets
$482,457
Revenue
$15,892
Expenses
$46,258
Net income
-$30,366
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.82$0.00$4.82$0.16$0.46$0.30
2023Detailed filing. Detailed filing data is available for this year.$5.13$0.00$5.13$0.98$0.16$0.82
2022Detailed filing. Detailed filing data is available for this year.$4.31$0.00$4.31$0.36$0.28$0.09
2021Detailed filing. Detailed filing data is available for this year.$4.22$0.00$4.22$0.25$0.25$0.01
2020Detailed filing. Detailed filing data is available for this year.$4.23$0.00$4.23$0.23$0.25$0.02
2019Detailed filing. Detailed filing data is available for this year.$4.36$0.11$4.25$0.25$0.26$0.00
2018Detailed filing. Detailed filing data is available for this year.$4.25$0.00$4.25$0.01$0.26$0.26
2017Detailed filing. Detailed filing data is available for this year.$4.51$0.00$4.51$0.18$0.24$0.07
2016Detailed filing. Detailed filing data is available for this year.$4.58$0.00$4.58$0.22$0.20$0.01
2015Detailed filing. Detailed filing data is available for this year.$4.56$0.00$4.56$0.05$0.23$0.18
2014Detailed filing. Detailed filing data is available for this year.$4.75$0.00$4.75$0.16$0.25$0.09
2013Detailed filing. Detailed filing data is available for this year.$4.84$0.00$4.84$0.22
2012Detailed filing. Detailed filing data is available for this year.$4.92$0.00$4.92$0.22
2011Detailed filing. Detailed filing data is available for this year.$4.95$0.00$4.95$0.16
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Jan 28, 2025
Return Version
2023v6.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUSAN K WEISPres./VP-$0--
Filing and Contact Details

Filer

Filer Name
Robert J Weis and Susan K Weis
EIN
25-1538895
Phone
7246393551
Address
10040 E HAPPY VALLEY ROAD 55, SCOTTSDALE, AZ 85255-2366

Signing Officer

Name
Susan K Weis
Title
Pres./VP
Phone
7246393551
Signed
2025-01-28
Discuss with paid preparer
Yes

Preparer

Firm
G Scott Yates CPA LLC
Address
943 PINEGROVE LANE SUITE B, JOHNSTOWN, PA 15905
Preparer
G Scott Yates CPA
Phone
8145340200
Raw XML AppendixShowing 400 of 694 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.

Path#Value
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt472023-04
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc1CLEVELAND TEX BE 4000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc2MONTGOMERY TAX BE 4000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc3TEXAS CITY TAX BE 4000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc4TAXES WATER DE BE 4000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc53M CO
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc6AMGEN INC
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc7CITIZENS PROPE BE 5000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc8INTEL CORP
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc9INTEL CORP
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc10INTL BUSINESS MACHINES CORP
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc39JOHNSON & JOHNSON
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc40JOHNSON & JOHNSON
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc44COCA COLA CO
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc46S.M. EDUCATION BE 5000
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt3945
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt40205
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