Civic Intelligence

Retzer Foundation

990PF • Fiscal year 2018 • EIN 68-0213714

Jan 01, 2018 to Dec 31, 2018 • Filed on May 03, 2019

PO Box 1470Gualala, CA 95445

(707) 785-3618

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Down

$38,654

Down $7,041 (-15%) from 2017

Net Assets

Down

$38,654

Down $7,041 (-15%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses

Revenue

Down

-$1,082

Down $25,802 (-104%) from 2017

Expenses

Down

$5,959

Down $3,786 (-39%) from 2017

Net Income

Down

-$7,041

Down $22,016 (-147%) from 2017

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2011: $27,514Liabilities 2011: $4232011Assets 2012: $91,879Liabilities 2012: $1,4712012Assets 2013: $79,760Liabilities 2013: $02013Assets 2014: $48,540Liabilities 2014: $1Net Assets 2014: $48,5402014Assets 2015: $41,002Liabilities 2015: $1Net Assets 2015: $41,0022015Assets 2016: $39,873Liabilities 2016: $9,153Net Assets 2016: $30,7202016Assets 2017: $45,695Liabilities 2017: $0Net Assets 2017: $45,6952017Assets 2018: $38,654Liabilities 2018: $0Net Assets 2018: $38,6542018Assets 2019: $55,949Liabilities 2019: $1Net Assets 2019: $55,9492019Assets 2020: $48,311Liabilities 2020: $1Net Assets 2020: $48,3112020Assets 2021: $65,971Liabilities 2021: $1Net Assets 2021: $65,9712021Assets 2022: $51,336Liabilities 2022: $1Net Assets 2022: $51,3362022Assets 2023: $50,249Liabilities 2023: $1Net Assets 2023: $50,2492023Assets 2024: $76,078Liabilities 2024: $0Net Assets 2024: $76,0782024

Highlighted filing

2018

Assets$38,654
Liabilities$0
Net Assets$38,654

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: -$7,861Expenses 2011: $7,049Net Income 2011: -$14,9102011Revenue 2012: $69,540Expenses 2012: $6,223Net Income 2012: $63,3172012Revenue 2013: -$7,081Expenses 2013: $3,990Net Income 2013: -$11,0712013Revenue 2014: -$25,927Expenses 2014: $5,293Net Income 2014: -$31,2202014Revenue 2015: -$2,170Expenses 2015: $5,368Net Income 2015: -$7,5382015Revenue 2016: -$5,854Expenses 2016: $4,428Net Income 2016: -$10,2822016Revenue 2017: $24,720Expenses 2017: $9,745Net Income 2017: $14,9752017Revenue 2018: -$1,082Expenses 2018: $5,959Net Income 2018: -$7,0412018Revenue 2019: $24,752Expenses 2019: $7,457Net Income 2019: $17,2952019Revenue 2020: -$132Expenses 2020: $7,506Net Income 2020: -$7,6382020Revenue 2021: $16,245Expenses 2021: $9,475Net Income 2021: $6,7702021Revenue 2022: -$12,610Expenses 2022: $2,025Net Income 2022: -$14,6352022Revenue 2023: $4,748Expenses 2023: $5,835Net Income 2023: -$1,0872023Revenue 2024: $53,655Expenses 2024: $27,826Net Income 2024: $25,8292024

Highlighted filing

2018

Revenue-$1,082
Expenses$5,959
Net Income-$7,041
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 3, 2019
Return Version
2018v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM K RETZERDirector-$0--
MARY J RETZERDirector-$0--
KATHERINE SCHWASSDirector-$0--
Filing and Contact Details

Filer

Filer Name
Retzer Foundation
EIN
68-0213714
Phone
7077853618
Address
PO BOX 1470, GUALALA, CA 95445

Signing Officer

Name
William K Retzer
Title
Director
Phone
7077853618
Signed
2019-05-03
Discuss with paid preparer
Yes

Preparer

Firm
Bfba Llp
Address
83 SCRIPPS DRIVE STE 210, SACRAMENTO, CA 95825
Preparer
Myles L Brown
Phone
9169240800
Raw XML Appendix391 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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AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Amt00
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0NVDIA CORP - 200 SHARES
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt02909
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13 CALLS ALIBABA
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0WILLIAM K RETZER
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2KATHERINE SCHWASS
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IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0WILLIAM MARY RETZER
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5GENERAL SUPPORT
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2PARTNERS IN HEALTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3STARCROSS MONASTIC COMMUNITY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1122 EAST 42ND STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2800 BOYLSTON ST SUITE 300
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt334500 ANNAPOLIS RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4PO BOX 149
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5PO BOX 65
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6PO BOX 1056
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SAN JOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3ANNAPOLIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4THE SEA RANCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5THE SEA RANCH
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd095126
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd110168
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd202199
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd395412
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd495497
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt03050
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
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IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt03421
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0371
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt03762
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt054
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0671
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0371
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt04116
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt03762
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt054
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0300
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt03050
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt04116
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt04487
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt010
TaxesSchedule/TaxesDetail/CategoryTxt0STATE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM K RETZER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum07077853618
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RETZER FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0RETZ
ReturnHeader/Filer/EIN0680213714
ReturnHeader/Filer/PhoneNum07077853618
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1470
ReturnHeader/Filer/USAddress/CityNm0GUALALA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095445
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId02184EF8AB98DE1A12FCE5D74FC3DF04AD8AF3E22
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId08060A52273C570AA8B834047C3464BC03F4DC79A
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt066.60.157.181
ReturnHeader/FilingSecurityInformation/IPDt02019-05-03
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm008:53:35
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0680000424
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BFBA LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt083 SCRIPPS DRIVE STE 210
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SACRAMENTO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095825
ReturnHeader/PreparerPersonGrp/PhoneNum09169240800
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MYLES L BROWN
ReturnHeader/ReturnTs02019-05-10T12:18:21-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$76.1$0.00$76.1$53.7$27.8$25.8
2023Detailed filing. Detailed filing data is available for this year.$50.2$0.00$50.2$4.75$5.84$1.09
2022Detailed filing. Detailed filing data is available for this year.$51.3$0.00$51.3$12.6$2.03$14.6
2021Detailed filing. Detailed filing data is available for this year.$66.0$0.00$66.0$16.2$9.48$6.77
2020Detailed filing. Detailed filing data is available for this year.$48.3$0.00$48.3$0.13$7.51$7.64
2019Detailed filing. Detailed filing data is available for this year.$55.9$0.00$55.9$24.8$7.46$17.3
2018Detailed filing. Detailed filing data is available for this year.$38.7$0.00$38.7$1.08$5.96$7.04
2017Detailed filing. Detailed filing data is available for this year.$45.7$0.00$45.7$24.7$9.75$15.0
2016Detailed filing. Detailed filing data is available for this year.$39.9$9.15$30.7$5.85$4.43$10.3
2015Detailed filing. Detailed filing data is available for this year.$41.0$0.00$41.0$2.17$5.37$7.54
2014Detailed filing. Detailed filing data is available for this year.$48.5$0.00$48.5$25.9$5.29$31.2
2013Summary only. Only limited summary data is available for this year.$79.8$0.00$7.08$3.99$11.1
2012Summary only. Only limited summary data is available for this year.$91.9$1.47$69.5$6.22$63.3
2011Summary only. Only limited summary data is available for this year.$27.5$0.42$7.86$7.05$14.9