Civic Intelligence

Oberweis Foundation

990PF • Fiscal year 2023 • EIN 36-3521911

Jan 01, 2023 to Dec 31, 2023 • Filed on May 02, 2024

Organization Profile
4991 Bonita Bay Blvd Unit 2702Bonita Springs, FL 34134

(239) 992-9299

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

29th percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

17th percentile

-32%

Higher net margin than 17% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

34th percentile

-1.7%

Faster asset growth than 34% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

11th percentile

-43%

Faster revenue growth than 11% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$1,738,443

Down $30,235 (-1.7%) from 2022

Net Assets

Down

$1,738,443

Down $30,235 (-1.7%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin17th percentile

Revenue

Down

$95,980

Down $72,644 (-43%) from 2022

Expenses

Down

$126,215

Down $26,128 (-17%) from 2022

Net Income

Down

-$30,235

Down $46,516 (-286%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth34th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2015: $1,300,384Liabilities 2015: $280,817Net Assets 2015: $1,019,5672015Assets 2020: $1,161,706Liabilities 2020: $0Net Assets 2020: $1,161,7062020Assets 2021: $1,747,897Liabilities 2021: $0Net Assets 2021: $1,747,8972021Assets 2022: $1,768,678Liabilities 2022: $0Net Assets 2022: $1,768,6782022Assets 2023: $1,738,443Liabilities 2023: $0Net Assets 2023: $1,738,4432023

Highlighted filing

2023

Assets$1,738,443
Liabilities$0
Net Assets$1,738,443
Open 2023 Filing

Operations Trend

Revenue Growth11th percentile

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

$1.0M$500K$0-$500KRevenue 2015: $48,537Expenses 2015: $48,542Net Income 2015: -$52015Revenue 2020: $3,905Expenses 2020: $80,279Net Income 2020: -$76,3742020Revenue 2021: $735,924Expenses 2021: $149,733Net Income 2021: $586,1912021Revenue 2022: $168,624Expenses 2022: $152,343Net Income 2022: $16,2812022Revenue 2023: $95,980Expenses 2023: $126,215Net Income 2023: -$30,2352023

Highlighted filing

2023

Revenue$95,980
Expenses$126,215
Net Income-$30,235
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 2, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JIM OBERWEISPresident-$0--
JULIE OBERWEIS SECRETARYSecretary-$0--
JOE OBERWEIS TREASURERTreasurer-$0--
JAMES OBERWEIS DIRECTORDirector-$0--
Filing and Contact Details

Filer

Filer Name
Oberweis Foundation
EIN
36-3521911
Address
4991 BONITA BAY BLVD UNIT 2702, BONITA SPRINGS, FL 34134

Signing Officer

Name
Jim Oberweis
Title
President
Phone
6308016072
Signed
2024-05-02
Discuss with paid preparer
Yes

Preparer

Firm
Kidwell & Associates
Address
28179 Vanderbilt Drive STE 2, Bonita Springs, FL 34134
Preparer
Raymond Kidwell
Phone
2399929299
Raw XML Appendix285 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/AverageMonthlyFMVOfSecAmt01379272
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IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt067926
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt049084
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IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt07205
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0124215
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt07205
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt07205
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt049084
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0JIM OBERWEIS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt04991 BONITA BAY BLVD UNIT 2702
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0BONITA SPRINGS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd034134
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt095980
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt095980
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc01000 SHARES OF ON SEMICONDUCTOR
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02023-07-10
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/Desc0SUBSTITUE PAYMENTS IN LIEU OF
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0247
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt00
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0JIM OBERWEIS
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt04991 BONITA BAY BLVD UNIT 2702
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0BONITA SPRINGS
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0FL
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd034134
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JIM OBERWEIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06308016072
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OBERWEIS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0OBER
ReturnHeader/Filer/EIN0363521911
ReturnHeader/Filer/USAddress/AddressLine1Txt04991 BONITA BAY BLVD UNIT 2702
ReturnHeader/Filer/USAddress/CityNm0BONITA SPRINGS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034134
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0472531540
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Kidwell & Associates
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt028179 Vanderbilt Drive STE 2
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Bonita Springs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd034134
ReturnHeader/PreparerPersonGrp/PhoneNum02399929299
ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Raymond Kidwell
ReturnHeader/ReturnTs02024-05-09T14:59:24-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JIM
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0OBERWEIS
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,738,443
Liabilities
$0
Net assets
$1,738,443
Revenue
$95,980
Expenses
$126,215
Net income
-$30,235
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$1.74$0.00$1.74$0.10$0.13$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.77$0.00$1.77$0.17$0.15$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.75$0.00$1.75$0.74$0.15$0.59
2020Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.00$0.08$0.08
2015Detailed filing. Detailed filing data is available for this year.$1.30$0.28$1.02$0.05$0.05$0.00