Civic Intelligence

Wendt Family Charitable Foundation

EIN 27-0472921 • San Francisco, CA

One Montgomery Street 3150San Francisco, CA 94104
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2021

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2021

Net Margin

4th percentile

-1299%

Higher net margin than 4% of similar nonprofits.

<$500k nonprofits • Source year 2021

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 2021

Asset Growth

12th percentile

-100%

Faster asset growth than 12% of similar nonprofits.

<$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

48th percentile

-2.7%

Faster revenue growth than 48% of similar nonprofits.

<$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $409,506 (-100%) from 2020

Liabilities

Flat

$0

Flat from 2020

Net Assets

Down

$0

Down $409,506 (-100%) from 2020

Operations
Liabilities / Revenue66th percentileNet Margin4th percentile

Revenue

Down

$31,530

Down $865 (-2.7%) from 2020

Expenses

Up

$441,036

Up $367,445 (+499%) from 2020

Net Income

Down

-$409,506

Down $368,310 (-894%) from 2020

Trend Graphs

Balance Sheet Trend

Asset Growth12th percentile

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

$600K$400K$200K$0Assets 2016: $52,877Liabilities 2016: $2Net Assets 2016: $52,8752016Assets 2017: $60,365Liabilities 2017: $0Net Assets 2017: $60,3652017Assets 2018: $71,117Liabilities 2018: $0Net Assets 2018: $71,1172018Assets 2019: $405,796Liabilities 2019: $0Net Assets 2019: $405,7962019Assets 2020: $409,506Liabilities 2020: $0Net Assets 2020: $409,5062020Assets 2021: $0Liabilities 2021: $0Net Assets 2021: $02021

Highlighted filing

2021

Assets$0
Liabilities$0
Net Assets$0
Open 2021 Filing

Operations Trend

Revenue Growth48th percentile

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

$1.0M$500K$0-$500K-$1.0MRevenue 2016: $82,193Expenses 2016: $583,332Net Income 2016: -$501,1392016Revenue 2017: $37,951Expenses 2017: $32,953Net Income 2017: $4,9982017Revenue 2018: $44,550Expenses 2018: $27,234Net Income 2018: $17,3162018Revenue 2019: $390,719Expenses 2019: $70,949Net Income 2019: $319,7702019Revenue 2020: $32,395Expenses 2020: $73,591Net Income 2020: -$41,1962020Revenue 2021: $31,530Expenses 2021: $441,036Net Income 2021: -$409,5062021

Highlighted filing

2021

Revenue$31,530
Expenses$441,036
Net Income-$409,506
Open 2021 Filing

Filings

Most recent year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$31,530
Expenses
$441,036
Net income
-$409,506
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.32$4.41$4.10
2020Detailed filing. Detailed filing data is available for this year.$4.10$0.00$4.10$0.32$0.74$0.41
2019Detailed filing. Detailed filing data is available for this year.$4.06$0.00$4.06$3.91$0.71$3.20
2018Detailed filing. Detailed filing data is available for this year.$0.71$0.00$0.71$0.45$0.27$0.17
2017Detailed filing. Detailed filing data is available for this year.$0.60$0.00$0.60$0.38$0.33$0.05
2016Detailed filing. Detailed filing data is available for this year.$0.53$0.00$0.53$0.82$5.83$5.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 11, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HENRY WENDT IIIPresident-$0--
HOLLY P WENDTVice President-$0--
LAURA MITCHELLSecretary-$0--
HENRY WENDT IVTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Wendt Family Charitable Foundation
EIN
27-0472921
Phone
4153419200
Address
ONE MONTGOMERY STREET 3150, SAN FRANCISCO, CA 94104

Signing Officer

Name
Henry Wendt Iii
Title
Manager
Phone
4153419200
Signed
2022-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Isdaner & Company LLC
Address
THREE BALA PLAZA SUITE 501 WEST, BALA CYNWYD, PA 19004-3484
Preparer
Edward W Doran CPA
Phone
6106684200
Raw XML Appendix336 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/PersonNm0HENRY WENDT III
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IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0NONE
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0NOT APPLICABLE
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0NONE
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0HENRY WENDT III
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0437181
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SCHWAB CHARITABLE FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0211 MAIN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SAN FRANCISCO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd094105
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0437181
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt07055
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt07055
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt043067
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt061306
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt024196
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt027660
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0571537
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0571537
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0587496
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0431267
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt043067
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt061306
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt024196
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt027660
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0438322
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0431267
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01159033
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0727766
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0WENDT FAMILY HEET
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0560 WARBASS WAY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0FRIDAY HARBOR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0WA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd098250
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt047
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LiquidationExplanationStmt/ExplanationTxt0SEE ATTACHED ARTICLES OF DISSOLUTION.
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT MANAGEMENT EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1ACCOUNTING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt11141
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01481
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt11142
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01481
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt12283
TaxesSchedule/TaxesDetail/Amt091
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0HENRY WENDT III
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0MANAGER
ReturnHeader/BusinessOfficerGrp/PhoneNum04153419200
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WENDT FAMILY CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O SEVEN POST INVESTMENT OFFICE LP
ReturnHeader/Filer/BusinessNameControlTxt0WEND
ReturnHeader/Filer/EIN0270472921
ReturnHeader/Filer/PhoneNum04153419200
ReturnHeader/Filer/USAddress/AddressLine1Txt0ONE MONTGOMERY STREET 3150
ReturnHeader/Filer/USAddress/CityNm0SAN FRANCISCO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094104
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0236410283
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ISDANER & COMPANY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0THREE BALA PLAZA SUITE 501 WEST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BALA CYNWYD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0190043484
ReturnHeader/PreparerPersonGrp/PhoneNum06106684200
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0EDWARD W DORAN CPA
ReturnHeader/ReturnTs02022-11-15T12:40:48-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0HENRY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WENDT III
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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