Liabilities / Assets
66th percentile
Higher debt load relative to assets than 66% of similar nonprofits.
Edward & Karen Wachtmeister Charitable Foundation
EIN 73-1447855
Siviq Scores
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
0.00x
Liabilities / Revenue
95th percentile
Higher debt load relative to revenue than 95% of similar nonprofits.
Net Margin
4th percentile
Higher net margin than 4% of similar nonprofits.
Top Officer Pay
81st percentile
Higher top officer pay than 81% of similar nonprofits.
Asset Growth
50th percentile
Faster asset growth than 50% of similar nonprofits.
Revenue Growth
Score unavailable
No earlier valid filing was available within the previous three public years.
Balance Sheet
Assets
Down$618
Down $12 (-1.9%) from 2011
Liabilities
Up$1
Up $1 from 2011
Net Assets
-
No earlier filing loaded for comparison.
Revenue
$1
No earlier filing loaded for comparison.
Expenses
Down$12
Down $1 (-7.7%) from 2011
Net Income
-$11
No earlier filing loaded for comparison.
Trend Graphs
Filings
Most recent year
2012 • Form 990PFSummary only. Only limited summary data is available for this year.
- Assets
- $618
- Liabilities
- $1
- Net assets
- -
- Revenue
- $1
- Expenses
- $12
- Net income
- -$11
| Balance Sheet | Operations | |||||
|---|---|---|---|---|---|---|
| Year | Assets | Liabilities | Net Assets | Revenue | Expenses | Net Income |
| 2012Summary only. Only limited summary data is available for this year. | $618 | $1 | $1 | $12 | $11 | |
| 2011Detailed filing. Detailed filing data is available for this year. | $630 | $0 | $630 | $13 | ||
| 2010Detailed filing. Detailed filing data is available for this year. | $643 | $0 | $643 | $0 | ||
Latest Detailed Filing
The latest 2012 filing currently has summary financial data only. Showing the latest detailed filing from 2011 below.
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2011 to Dec 31, 2011
- Signed
- May 9, 2012
- Return Version
- 2011v1.2
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Carl Wachtmeister | Trustee | - | $0 | - | - |
| Erik Wachtmeister | Trustee | - | $0 | - | - |
| Edward C A Wachtmeister | Trustee | - | $0 | - | - |
| Alan B Ross | Trustee | - | $0 | - | - |
Filing and Contact Details
Filer
- EIN
- 73-1447855
Raw XML Appendix175 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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|---|---|---|
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| IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss | 0 | 13 |
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| IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY | 0 | 643 |
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| IRS990PF/BalanceSheets/TotalAssetsBOY | 0 | 643 |
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| IRS990PF/BalanceSheets/TotalAssetsEOYFMV | 0 | 0 |
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| IRS990PF/ExemptPF | 0 | X |
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| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition | 1 | 0.00 |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition | 2 | 0.00 |
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| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation | 3 | 0 |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName | 0 | Carl Wachtmeister |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName | 1 | Erik Wachtmeister |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName | 2 | Edward C A Wachtmeister |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName | 3 | Alan B Ross |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title | 0 | Trustee |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title | 1 | Trustee |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title | 2 | Trustee |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title | 3 | Trustee |
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| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1 | 1 | 700 South Monarch Street Unit 106 |
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| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1 | 3 | 2519st Street |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City | 0 | Warrenton |
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| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State | 0 | VA |
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| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State | 3 | OK |
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| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode | 1 | 816111890 |
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| IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine1 | 0 | 2519 E 21st Tulsa OK |
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| IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e | 0 | true |
| IRS990PF/StatementsRegardingActivities/TerminationEtc | 0 | false |
| IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver1000 | 0 | false |
| IRS990PF/StatementsRegardingActivities/WebsiteAddress | 0 | N/A |
| IRS990PF/StatementsRegardingActy4720/ActsFailToQualifyAsExceptions | 0 | false |
| IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson | 0 | false |
| IRS990PF/StatementsRegardingActy4720/BusinessHoldings | 0 | false |
| IRS990PF/StatementsRegardingActy4720/ExcessBusinessHoldings | 0 | false |
| IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson | 0 | false |
| IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals | 0 | false |
| IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations | 0 | false |
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| IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets | 0 | false |
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| IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted | 0 | 0 |
| IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus | 0 | 0 |
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| OtherProfessionalFeesSchedule/OtherProfessionalFees/AdjustedNetIncome | 0 | 0 |
| OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount | 0 | 13 |
| OtherProfessionalFeesSchedule/OtherProfessionalFees/Category | 0 | Investment Management Fees, Alan B. Ross |
| OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps | 0 | 0 |
| OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome | 0 | 0 |
| ReturnHeader/BuildTS | 0 | 2016-02-24 21:20:13Z |
| ReturnHeader/Filer/EIN | 0 | 731447855 |
| ReturnHeader/Filer/Name/BusinessNameLine1 | 0 | Edward & Karen Wachtmeister |
| ReturnHeader/Filer/Name/BusinessNameLine2 | 0 | Charitable Foundation |
| ReturnHeader/Filer/NameControl | 0 | EDWA |
| ReturnHeader/Filer/Phone | 0 | 9187490521 |
| ReturnHeader/Filer/USAddress/AddressLine1 | 0 | 2519 E 21st Street |
| ReturnHeader/Filer/USAddress/City | 0 | Tulsa |
| ReturnHeader/Filer/USAddress/State | 0 | OK |
| ReturnHeader/Filer/USAddress/ZIPCode | 0 | 74114 |
| ReturnHeader/Officer/AuthorizeThirdParty | 0 | true |
| ReturnHeader/Officer/DateSigned | 0 | 2012-05-09 |
| ReturnHeader/Officer/Name | 0 | Alan B Ross |
| ReturnHeader/Officer/Title | 0 | Trustee |
| ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine1 | 0 | Alan B Ross JD |
| ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1 | 0 | 2519 East 21St Street |
| ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City | 0 | Tulsa |
| ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State | 0 | OK |
| ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode | 0 | 741141746 |
| ReturnHeader/Preparer/Name | 0 | Mark C Lindberg |
| ReturnHeader/Preparer/Phone | 0 | 9187490521 |
| ReturnHeader/ReturnType | 0 | 990PF |
| ReturnHeader/TaxPeriodBeginDate | 0 | 2011-01-01 |
| ReturnHeader/TaxPeriodEndDate | 0 | 2011-12-31 |
| ReturnHeader/TaxYear | 0 | 2011 |
| ReturnHeader/Timestamp | 0 | 2012-05-09T11:23:01-07:00 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.