Civic Intelligence

The Woltz Foundation

990PF • Fiscal year 2012 • EIN 26-6067379

Jan 01, 2012 to Dec 31, 2012 • Filed on Jul 11, 2013

119 Rawley Avenue27030
Siviq Scores

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

Liabilities / Assets

81st percentile

0.00x

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

2012 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

2012 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2012

Asset Growth

28th percentile

-3.1%

Faster asset growth than 28% of similar nonprofits.

2012 filings • NTEE T20 • $1M-$5M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$1,612,747

Down $51,047 (-3.1%) from 2011

Net Assets

Down

$1,612,747

Down $50,786 (-3.1%) from 2011

Liabilities

Down

$0

Down $261 (-100%) from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$60,475

Up $37,093 (+159%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2010: $362,792Liabilities 2010: $261Net Assets 2010: $362,5312010Assets 2011: $1,663,794Liabilities 2011: $261Net Assets 2011: $1,663,5332011Assets 2012: $1,612,747Liabilities 2012: $0Net Assets 2012: $1,612,7472012Assets 2013: $1,562,167Liabilities 2013: $0Net Assets 2013: $1,562,1672013Assets 2014: $1,537,447Liabilities 2014: $0Net Assets 2014: $1,537,4472014Assets 2015: $1,516,038Liabilities 2015: $0Net Assets 2015: $1,516,0382015Assets 2016: $1,958,003Liabilities 2016: $0Net Assets 2016: $1,958,0032016Assets 2017: $1,965,257Liabilities 2017: $0Net Assets 2017: $1,965,2572017Assets 2018: $1,968,193Liabilities 2018: $0Net Assets 2018: $1,968,1932018Assets 2019: $1,852,722Liabilities 2019: $0Net Assets 2019: $1,852,7222019Assets 2020: $1,935,407Liabilities 2020: $0Net Assets 2020: $1,935,4072020Assets 2021: $2,122,274Liabilities 2021: $0Net Assets 2021: $2,122,2742021Assets 2022: $2,069,246Liabilities 2022: $0Net Assets 2022: $2,069,2462022Assets 2023: $2,062,878Liabilities 2023: $0Net Assets 2023: $2,062,8782023Assets 2024: $2,087,757Liabilities 2024: $0Net Assets 2024: $2,087,7572024

Highlighted filing

2012

Assets$1,612,747
Liabilities$0
Net Assets$1,612,747

Operations Trend

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

$600K$400K$200K$0-$200KExpenses 2010: $19,0892010Expenses 2011: $23,3822011Expenses 2012: $60,4752012Revenue 2013: $17,779Expenses 2013: $75,172Net Income 2013: -$57,3932013Revenue 2014: $39,858Expenses 2014: $98,477Net Income 2014: -$58,6192014Revenue 2015: $99,055Expenses 2015: $120,464Net Income 2015: -$21,4092015Revenue 2016: $550,792Expenses 2016: $108,827Net Income 2016: $441,9652016Revenue 2017: $172,590Expenses 2017: $165,336Net Income 2017: $7,2542017Revenue 2018: $85,395Expenses 2018: $158,016Net Income 2018: -$72,6212018Revenue 2019: -$7,073Expenses 2019: $171,180Net Income 2019: -$178,2532019Revenue 2020: $160,188Expenses 2020: $130,290Net Income 2020: $29,8982020Revenue 2021: $234,416Expenses 2021: $127,382Net Income 2021: $107,0342021Revenue 2022: $142,695Expenses 2022: $195,723Net Income 2022: -$53,0282022Revenue 2023: $94,963Expenses 2023: $170,818Net Income 2023: -$75,8552023Revenue 2024: $98,431Expenses 2024: $172,902Net Income 2024: -$74,4712024

Highlighted filing

2012

Revenue-
Expenses$60,475
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Jul 11, 2013
Return Version
2012v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
EDWIN M WOLTZTrustee, Director-$0--
HOWARD O WOLTZ IIITrustee, Director-$0--
JOAN W ROBBINSDirector-$0--
LOUISE E WOLTZDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantMOUNT AIRY MUSEUM OF REGIONAL HISTORYUNRESTRICTED501(C)(3)MOUNT AIRY, NC, US$15,523
Paid GrantSURRY MEDICAL MINISTRIESUNRESTRICTED501(C)(3)MOUNT AIRY, NC, US$15,523
Paid GrantTARA HALL HOME FOR BOYSUNRESTRICTED501(C)(3)GEORGETOWN, SC, US$15,523
Paid GrantCENTRAL UNITED METHODIST CHURCHUNRESTRICTED501(C)(3)MOUNT AIRY, NC, US$5,000
Filing and Contact Details

Filer

EIN
26-6067379
Raw XML AppendixShowing 400 of 472 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/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0EDWIN M WOLTZ
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1HOWARD O WOLTZ III
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2JOAN W ROBBINS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName3LOUISE E WOLTZ
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE, DIRECTOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1TRUSTEE, DIRECTOR
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11SURRY MEDICAL MINISTRIES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12CENTRAL UNITED METHODIST CHURCH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13TARA HALL HOME FOR BOYS
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode227030
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IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
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Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.09$0.00$2.09$0.10$0.17$0.07
2023Detailed filing. Detailed filing data is available for this year.$2.06$0.00$2.06$0.09$0.17$0.08
2022Detailed filing. Detailed filing data is available for this year.$2.07$0.00$2.07$0.14$0.20$0.05
2021Detailed filing. Detailed filing data is available for this year.$2.12$0.00$2.12$0.23$0.13$0.11
2020Detailed filing. Detailed filing data is available for this year.$1.94$0.00$1.94$0.16$0.13$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.85$0.01$0.17$0.18
2018Detailed filing. Detailed filing data is available for this year.$1.97$0.00$1.97$0.09$0.16$0.07
2017Detailed filing. Detailed filing data is available for this year.$1.97$0.00$1.97$0.17$0.17$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.96$0.00$1.96$0.55$0.11$0.44
2015Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$0.10$0.12$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.04$0.10$0.06
2013Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.02$0.08$0.06
2012Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$0.06
2011Detailed filing. Detailed filing data is available for this year.$1.66$0.00$1.66$0.02
2010Detailed filing. Detailed filing data is available for this year.$0.36$0.00$0.36$0.02