Civic Intelligence

Wertheimer Family Foundation

EIN 58-2508722

1425 Westminster Walk NW30327
Siviq Scores

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

Liabilities / Assets

61st percentile

0.00x

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

<$500k nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

63rd percentile

3.4%

Faster asset growth than 63% of similar nonprofits.

<$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Up

$459,068

Up $14,987 (+3.4%) from 2011

Liabilities

Down

$0

Down $930 (-100%) from 2011

Net Assets

$459,068

No earlier filing loaded for comparison.

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$74,149

Down $87,707 (-54%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2007: $696,065Liabilities 2007: $02007Assets 2008: $606,288Liabilities 2008: $02008Assets 2011: $444,081Liabilities 2011: $9302011Assets 2012: $459,068Liabilities 2012: $0Net Assets 2012: $459,0682012

Highlighted filing

2012

Assets$459,068
Liabilities$0
Net Assets$459,068

Operations Trend

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

$200K$100K$0-$100KRevenue 2007: $50,725Expenses 2007: $31,230Net Income 2007: $19,4952007Revenue 2008: -$63,920Expenses 2008: $25,857Net Income 2008: -$89,7772008Revenue 2011: $68,312Expenses 2011: $161,856Net Income 2011: -$93,5442011Expenses 2012: $74,1492012

Highlighted filing

2012

Revenue-
Expenses$74,149
Net Income-

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Apr 29, 2013
Return Version
2012v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
RAY WOODYPresident-$0--
JUDY JORDANSecretary-$0--
ALBERT L LABOVITZTreasurer-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantTHE LOVETT SCHOOLEDUCATIONALPUBLICATLANTA, GA, US$21,180
Paid GrantAMERICAN HEART ASSOCIATIONHEALTHPUBLICDALLAS, TX, US$10,000
Paid GrantGREATER BOCA RATON CANCER SOCIETYHEALTHPUBLICWEST PALM BEACH, FL, US$10,000
Paid GrantTEMPLE BETH EL CONGREGATIONRELIGIOUSPUBLICALEXANDRIA, VA, US$10,000
Paid GrantGEORGIA WOMEN OF ACHIEVEMENTEDUCATIONALPUBLICMACON, GA, US$5,000
Paid GrantBREAST CANCER SOCIETYHEALTHPUBLICMESA, AZ, US$1,000
Filing and Contact Details

Filer

EIN
58-2508722
Raw XML Appendix396 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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AppliedToPriorYearElection/Election0TAXPAYER IS MAKING AN ELECTION UNDER REGULATIONS SECTION 53.4942(A)-3(D)(2)TO HAVE ITS 2012 DISTRIBUTIONS OF $60,786 TO BE FIRST APPLIED TO ITS 2011 UNDISTRIBUTED INCOME IN THE AMOUNT OF $28,752. THE REMAINING AMOUNT IS TO BE APPLIED TO UNDISTRIBUTED INCOME OF YEARS PRIOR TO 2011 AND THEN TO YEAR 2012.
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship5N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine107272 GREENVILLE AVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine116859 EAST REMBRANDT AVE STE 128
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine12621 CLEARWATER PARK RD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine134760 FORSYTH ROAD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine144075 PACES FERRY ROAD NW
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine153830 SEMINARY ROAD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0DALLAS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1MESA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2WEST PALM BEACH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3MACON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4ATLANTA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City5ALEXANDRIA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0TX
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1AZ
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2FL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3GA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4GA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State5VA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode075231
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode185212
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode233401
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode331210
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode430327
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode522304
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear057180
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO00
IRS990PF/UndistributedIncome/AppliedToCurrentYear018602
IRS990PF/UndistributedIncome/AppliedToPriorYears013432
IRS990PF/UndistributedIncome/AppliedToYear1028752
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted023307
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear00
IRS990PF/UndistributedIncome/PriorYear102009
IRS990PF/UndistributedIncome/PriorYear202008
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions060786
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus00
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover00
IRS990PF/UndistributedIncome/TotalForPriorYears013432
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY04705
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear028752
LegalFeesSchedule/LegalFees/Amount02073
LegalFeesSchedule/LegalFees/Category0LEGAL FEES
LegalFeesSchedule/LegalFees/DisbursementsCharitablePrps02073
LegalFeesSchedule/LegalFees/NetInvestmentIncome00
OtherAssetsSchedule/OtherAssets/BOYBookValue02
OtherAssetsSchedule/OtherAssets/BOYBookValue1-27097
OtherAssetsSchedule/OtherAssets/Description0DUE FROM BROKER
OtherAssetsSchedule/OtherAssets/Description1CASH DEFICIT
OtherLiabilitiesSchedule/OtherLiabilities/BOYBookValue0930
OtherLiabilitiesSchedule/OtherLiabilities/Description0DEFERRED LOSSES
OtherLiabilitiesSchedule/OtherLiabilities/EOYBookValue00
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount07175
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount11245
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category1ADMINISTRATION FEES
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps00
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps11245
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome07175
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome10
TaxesSchedule/Taxes/Amount0205
TaxesSchedule/Taxes/Amount15121
TaxesSchedule/Taxes/Category0FOREIGN TAXES
TaxesSchedule/Taxes/Category1EXCISE TAXES
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/DisbursementsCharitablePrps10
TaxesSchedule/Taxes/NetInvestmentIncome0205
TaxesSchedule/Taxes/NetInvestmentIncome10
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0582508722
ReturnHeader/Filer/Name/BusinessNameLine10WERTHEIMER FAMILY FOUNDATION
ReturnHeader/Filer/NameControl0WERT
ReturnHeader/Filer/Phone04046038740
ReturnHeader/Filer/USAddress/AddressLine101425 WESTMINSTER WALK NW
ReturnHeader/Filer/USAddress/City0ATLANTA
ReturnHeader/Filer/USAddress/State0GA
ReturnHeader/Filer/USAddress/ZIPCode030327
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02013-04-29
ReturnHeader/Officer/Name0JAY L WERTHEIMER
ReturnHeader/Officer/Phone04046038740
ReturnHeader/Officer/Title0PRESIDENT
ReturnHeader/Preparer/DatePrepared02013-04-24
ReturnHeader/PreparerFirm/EIN0582588678
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10AARONS GRANT & HABIF LLC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine103500 PIEDMONT RD SUITE 500
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0ATLANTA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0GA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode030305
ReturnHeader/Preparer/Name0ADRIAN GRANT
ReturnHeader/Preparer/Phone04042335486
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-05-07T09:42:45-05:00

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