Civic Intelligence

Richard and Judith Voltmer Foundation

990PF • Fiscal year 2017 • EIN 26-1492949

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 09, 2018

Organization Profile
1221 W Coast Highway 106Newport Beach, CA 92663

(949) 720-1908

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.

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

98th percentile

91%

Higher net margin than 98% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

57th percentile

4.6%

Faster asset growth than 57% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

93rd percentile

122%

Faster revenue growth than 93% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$232,344

Up $10,315 (+4.6%) from 2016

Net Assets

Up

$232,344

Up $10,315 (+4.6%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin98th percentile

Revenue

Up

$11,350

Up $6,231 (+122%) from 2016

Expenses

Up

$1,035

Up $35 (+3.5%) from 2016

Net Income

Up

$10,315

Up $6,196 (+150%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

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

2017

Assets$232,344
Liabilities$0
Net Assets$232,344
Open 2017 Filing

Operations Trend

Revenue Growth93rd percentile

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

2017

Revenue$11,350
Expenses$1,035
Net Income$10,315
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 9, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay77th 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
1221 W Coast Highway 106, Newport Beach, CA 92663

Signing Officer

Name
Richard Voltmer
Title
President
Signed
2018-11-09
Discuss with paid preparer
Yes

Preparer

Firm
Law Offices of Steve Howard
Address
27442 PORTOLA PARKWAY SUITE 155, FOOTHILL RANCH, CA 92610
Preparer
Steven P Howard
Phone
9497701200
Raw XML Appendix237 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/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt03784
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt012423
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JUDITH VOLTMER
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IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0taxes
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ReturnHeader/BuildTS02019-02-21 02:37:17Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD VOLTMER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Richard and Judith Voltmer
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Foundation
ReturnHeader/Filer/BusinessNameControlTxt0RICH
ReturnHeader/Filer/EIN0261492949
ReturnHeader/Filer/PhoneNum09497201908
ReturnHeader/Filer/USAddress/AddressLine1Txt01221 W Coast Highway 106
ReturnHeader/Filer/USAddress/CityNm0Newport Beach
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092663
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0271728376
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LAW OFFICES OF STEVE HOWARD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt027442 PORTOLA PARKWAY SUITE 155
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FOOTHILL RANCH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092610
ReturnHeader/PreparerPersonGrp/PhoneNum09497701200
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN P HOWARD
ReturnHeader/ReturnTs02018-11-10T10:11:49-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$232,344
Liabilities
$0
Net assets
$232,344
Revenue
$11,350
Expenses
$1,035
Net income
$10,315
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
2017Detailed filing. Detailed filing data is available for this year.$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