Civic Intelligence

Richard and Judith Voltmer Foundation

990PF • Fiscal year 2020 • EIN 26-1492949

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 12, 2021

5344 E DaggettLong Beach, CA 90815

(949) 202-7743

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

94th percentile

77%

Higher net margin than 94% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

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.

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

64th percentile

11%

Faster asset growth than 64% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

38th percentile

-27%

Faster revenue growth than 38% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$239,721

Up $23,029 (+11%) from 2019

Net Assets

Up

$239,721

Up $23,029 (+11%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

$14,240

Down $5,145 (-27%) from 2019

Expenses

Up

$3,339

Up $3,339 from 2019

Net Income

Down

$10,901

Down $8,484 (-44%) from 2019

Historical Trend

Balance Sheet Trend

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

2020

Assets$239,721
Liabilities$0
Net Assets$239,721

Operations Trend

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

2020

Revenue$14,240
Expenses$3,339
Net Income$10,901
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 12, 2021
Return Version
2020v4.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Terri VoltmerPresident-$0--
Filing and Contact Details

Filer

Filer Name
The Richard and Judith Voltmer
EIN
26-1492949
Phone
9492027743
Address
5344 E Daggett, Long Beach, CA 90815

Signing Officer

Name
Terri Voltmer
Title
President
Signed
2021-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Law Offices of Steve Howard
Address
27442 PORTOLA PARKWAY SUITE 155, FOOTHILL RANCH, CA 92610
Preparer
Steve Howard
Phone
9497701200
Raw XML Appendix186 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/MethodOfAccountingCashInd0X
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IRS990PF/StatementsRegardingActyGrp/PhoneNum09497201908
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-12
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ReturnHeader/Filer/BusinessNameControlTxt0RICH
ReturnHeader/Filer/EIN0261492949
ReturnHeader/Filer/PhoneNum09492027743
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ReturnHeader/Filer/USAddress/CityNm0Long Beach
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090815
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/PreparerPersonNm0Steve Howard
ReturnHeader/ReturnTs02021-11-15T11:15:00-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0TERRI
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0VOLTMER
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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