Civic Intelligence

Thomas & Nell Waltz Family Foundation

990EZ • Fiscal year 2016 • EIN 36-7252939

Oct 01, 2015 to Sep 30, 2016 • Filed on Apr 24, 2017

5940 Via Zurita DrLA Jolla, CA 92037

(858) 454-7871

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

1st percentile

-3396%

Higher net margin than 1% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Assets

$32,581

No earlier filing loaded for comparison.

Net Assets

$32,581

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

$250

No earlier filing loaded for comparison.

Expenses

$8,741

No earlier filing loaded for comparison.

Net Income

-$8,491

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.

$40K$30K$20K$10K$0Assets 2016: $32,581Liabilities 2016: $0Net Assets 2016: $32,5812016Assets 2017: $28,169Liabilities 2017: $0Net Assets 2017: $28,1692017Assets 2018: $17,248Liabilities 2018: $0Net Assets 2018: $17,2482018Assets 2019: $16,916Liabilities 2019: $0Net Assets 2019: $16,9162019Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020

Highlighted filing

2016

Assets$32,581
Liabilities$0
Net Assets$32,581

Operations Trend

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

$20K$10K$0-$10K-$20KRevenue 2016: $250Expenses 2016: $8,741Net Income 2016: -$8,4912016Revenue 2017: $6Expenses 2017: $4,418Net Income 2017: -$4,4122017Revenue 2018: $28Expenses 2018: $10,949Net Income 2018: -$10,9212018Revenue 2019: $18Expenses 2019: $350Net Income 2019: -$3322019Revenue 2020: $108Expenses 2020: $17,024Net Income 2020: -$16,9162020

Highlighted filing

2016

Revenue$250
Expenses$8,741
Net Income-$8,491
Jump To
Filing Snapshot
Filing Period
Oct 1, 2015 to Sep 30, 2016
Signed
Apr 24, 2017
Return Version
2015v3.0
Gross Receipts
$27,074
Mission and Program Overview

Mission

Section 509(a)(3) supporting organization

Program Services

DescriptionGrantsExpenses
PROMOTING INCREASINGLY RESPONSIBLE AND EFFECTIVE PHILANTHROPY$0$7,250
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
NELL WALTZTrustee-$0--
PAUL LEBEAUTrustee-$0--
BOB TRAYLORTrustee-$0--
EUGENE BLICKENSTAFF MDTrustee-$0--
ROBERT WALTZTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Thomas & Nell Waltz Family Foundation
EIN
36-7252939
Phone
8584547871
Address
5940 VIA ZURITA DR, LA JOLLA, CA 92037

Signing Officer

Name
Nell Waltz
Title
Trustee
Phone
8584547871
Signed
2017-04-24
Discuss with paid preparer
Yes

Preparer

Firm
Pkc Kuebler Apc
Address
43385 BUSINESS PARK DRIVE SUITE 120, TEMECULA, CA 92590
Preparer
Pete Palmer
Phone
9516766555
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: ameritrade dividend income. Amount: 852.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: general use. Grantee name: scripps gme. Grantee address: 4275 campus point ct san diego, ca 92121. Grantee relationship: n/a. Property description: cash. Date of gift: 09/02/16. Amount given: 5,000.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: general use. Grantee name: san diego history center. Grantee address: 1649 el prado ste 3 san diego, ca 92101. Grantee relationship: n/a. Property description: cash. Date of gift: 12/10/15. Amount given: 1,000.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: general use. Grantee name: mingei international museum. Grantee address: 1439 el prado san diego, ca 92101. Grantee relationship: n/a. Property description: cash. Date of gift: 09/02/16. Amount given: 1,250. Total included on form 990-ez, line 10: 7,250.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: management fees. Amount: 376. Description: sos filing fee. Amount: 25. Total to form 990-ez, line 16: 401.

Raw XML Appendix252 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LA JOLLA
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IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt0401
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0SECTION 509(A)(3) SUPPORTING ORGANIZATION
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt07250
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SaleOfAssetsGrossAmt026222
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt08741
IRS990EZ/TotalProgramServiceExpensesAmt07250
IRS990EZ/TotalRevenueAmt0250
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt025335
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/PriorYearAmt01848
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/PriorYearAmt025335
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/CurrentYearAmt00
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IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt023487
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt023487
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt019964
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt019964
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt019964
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt01224
IRS990ScheduleA/DistributionAllocationsGrp/CYDistriAppDistributableAmt07250
IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt019964
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt09678
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt07250
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt09678
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt03036
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt09678
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt00
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt07250
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt019964
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt036.320000000000
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt07250
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
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IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt00
IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd01
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd00
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt00
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IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt00
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IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt00
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IRS990ScheduleA/OtherSupportSumAmt00
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IRS990ScheduleA/SupportedOrganizationsTotalCnt03
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IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd11
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd21
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IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt20
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt05000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt11000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt21250
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0SCRIPPS GME
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1SAN DIEGO HISTORY SOCIETY
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt2MINGEI INTERNATIONAL MUSEUM
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt07250
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: AMERITRADE DIVIDEND INCOME. AMOUNT: 852.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: GENERAL USE. GRANTEE NAME: SCRIPPS GME. GRANTEE ADDRESS: 4275 CAMPUS POINT CT SAN DIEGO, CA 92121. GRANTEE RELATIONSHIP: N/A. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 09/02/16. AMOUNT GIVEN: 5,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: GENERAL USE. GRANTEE NAME: SAN DIEGO HISTORY CENTER. GRANTEE ADDRESS: 1649 EL PRADO STE 3 SAN DIEGO, CA 92101. GRANTEE RELATIONSHIP: N/A. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 12/10/15. AMOUNT GIVEN: 1,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACTIVITY CLASSIFICATION: GENERAL USE. GRANTEE NAME: MINGEI INTERNATIONAL MUSEUM. GRANTEE ADDRESS: 1439 EL PRADO SAN DIEGO, CA 92101. GRANTEE RELATIONSHIP: N/A. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 09/02/16. AMOUNT GIVEN: 1,250. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 7,250.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: MANAGEMENT FEES. AMOUNT: 376. DESCRIPTION: SOS FILING FEE. AMOUNT: 25. TOTAL TO FORM 990-EZ, LINE 16: 401.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0NELL WALTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08584547871
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-04-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THOMAS & NELL WALTZ FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0THOM
ReturnHeader/Filer/EIN0367252939
ReturnHeader/Filer/PhoneNum08584547871
ReturnHeader/Filer/USAddress/AddressLine1Txt05940 VIA ZURITA DR
ReturnHeader/Filer/USAddress/CityNm0LA JOLLA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092037
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461483607
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PKC KUEBLER APC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt043385 BUSINESS PARK DRIVE SUITE 120
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TEMECULA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092590
ReturnHeader/PreparerPersonGrp/PhoneNum09516766555
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PETE PALMER
ReturnHeader/ReturnTs02017-04-28T17:14:08-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-10-01
ReturnHeader/TaxPeriodEndDt02016-09-30
ReturnHeader/TaxYr02015

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