Civic Intelligence

Richard and Judith Voltmer Foundation

990PF • Fiscal year 2015 • EIN 26-1492949

Jan 01, 2015 to Dec 31, 2015 • Filed on May 10, 2016

Organization Profile
7 InvernessNewport Beach, CA 92660

(949) 720-1908

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

96th percentile

76%

Higher net margin than 96% of similar nonprofits.

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

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

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

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2015

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2015

Balance Sheet
Liabilities / Assets58th percentile

Assets

$217,910

No earlier filing loaded for comparison.

Net Assets

$217,910

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin96th percentile

Revenue

$51,507

No earlier filing loaded for comparison.

Expenses

$12,120

No earlier filing loaded for comparison.

Net Income

$39,387

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$300K$200K$100K$0Assets 2015: $217,910Liabilities 2015: $0Net Assets 2015: $217,9102015Assets 2016: $222,029Liabilities 2016: $0Net Assets 2016: $222,0292016Assets 2017: $232,344Liabilities 2017: $0Net Assets 2017: $232,3442017Assets 2018: $245,015Liabilities 2018: $0Net Assets 2018: $245,0152018Assets 2019: $216,692Liabilities 2019: $0Net Assets 2019: $216,6922019Assets 2020: $239,721Liabilities 2020: $0Net Assets 2020: $239,7212020Assets 2021: $274,215Liabilities 2021: $0Net Assets 2021: $274,2152021Assets 2022: $1,086Liabilities 2022: $0Net Assets 2022: $1,0862022

Highlighted filing

2015

Assets$217,910
Liabilities$0
Net Assets$217,910
Open 2015 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$400K$200K$0-$200K-$400KRevenue 2015: $51,507Expenses 2015: $12,120Net Income 2015: $39,3872015Revenue 2016: $5,119Expenses 2016: $1,000Net Income 2016: $4,1192016Revenue 2017: $11,350Expenses 2017: $1,035Net Income 2017: $10,3152017Revenue 2018: $12,671Expenses 2018: $0Net Income 2018: $12,6712018Revenue 2019: $19,385Expenses 2019: $0Net Income 2019: $19,3852019Revenue 2020: $14,240Expenses 2020: $3,339Net Income 2020: $10,9012020Revenue 2021: $84,065Expenses 2021: $49,571Net Income 2021: $34,4942021Revenue 2022: $3Expenses 2022: $273,132Net Income 2022: -$273,1292022

Highlighted filing

2015

Revenue$51,507
Expenses$12,120
Net Income$39,387
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 10, 2016
Return Version
2015v2.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICHARD VOLTMERPresident-$0--
JUDITH VOLTMERSecretary-$0--
Filing and Contact Details

Filer

Filer Name
The Richard and Judith Voltmer
EIN
26-1492949
Phone
9497201908
Address
7 Inverness, Newport Beach, CA 92660

Signing Officer

Name
Richard Voltmer
Title
President
Signed
2016-05-10
Discuss with paid preparer
Yes

Preparer

Firm
Law Offices of Steve Howard
Address
25909 PALA 260, MISSION VIEJO, CA 92691
Preparer
Steven P Howard
Phone
9497701200
Raw XML Appendix276 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0RICHARD VOLTMER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JUDITH VOLTMER
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0193758
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0438109
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0438109
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0225464
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt03018
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0417
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt028271
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0193758
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt010877
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt03018
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0663573
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0660555
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0fidelity
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0145
TaxesSchedule/TaxesDetail/Amt057
TaxesSchedule/TaxesDetail/Amt160
TaxesSchedule/TaxesDetail/Amt2136
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FRANCHISE TAX BOARD
TaxesSchedule/TaxesDetail/CategoryTxt2US TREASURY
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD VOLTMER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Richard and Judith Voltmer
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Foundation
ReturnHeader/Filer/BusinessNameControlTxt0RICH
ReturnHeader/Filer/EIN0261492949
ReturnHeader/Filer/PhoneNum09497201908
ReturnHeader/Filer/USAddress/AddressLine1Txt07 Inverness
ReturnHeader/Filer/USAddress/CityNm0Newport Beach
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092660
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LAW OFFICES OF STEVE HOWARD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt025909 PALA 260
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MISSION VIEJO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092691
ReturnHeader/PreparerPersonGrp/PhoneNum09497701200
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN P HOWARD
ReturnHeader/ReturnTs02016-05-10T13:27:02-07:00
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
$217,910
Liabilities
$0
Net assets
$217,910
Revenue
$51,507
Expenses
$12,120
Net income
$39,387
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.00$2.73$2.73
2021Detailed filing. Detailed filing data is available for this year.$2.74$0.00$2.74$0.84$0.50$0.34
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.40$0.00$2.40$0.14$0.03$0.11
2019Detailed filing. Detailed filing data is available for this year.$2.17$0.00$2.17$0.19$0.00$0.19
2018Detailed filing. Detailed filing data is available for this year.$2.45$0.00$2.45$0.13$0.00$0.13
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.32$0.00$2.32$0.11$0.01$0.10
2016Detailed filing. Detailed filing data is available for this year.$2.22$0.00$2.22$0.05$0.01$0.04
2015Detailed filing. Detailed filing data is available for this year.$2.18$0.00$2.18$0.52$0.12$0.39