Civic Intelligence

Barbara Wetzel Charitable Foundation Tr

990PF • Fiscal year 2020 • EIN 76-6201712

Jan 01, 2020 to Dec 31, 2020 • Filed on Mar 13, 2021

Organization Profile
PO Box 503825San Diego, CA 92150-3825

(858) 547-0120

Siviq Scores

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

Liabilities / Assets

39th percentile

0.00x

Higher debt load relative to assets than 39% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

40th percentile

0.00x

Higher debt load relative to revenue than 40% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Net Margin

1st percentile

-3232%

Higher net margin than 1% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Asset Growth

3rd percentile

-36%

Faster asset growth than 3% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

13th percentile

-45%

Faster revenue growth than 13% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets39th percentile

Assets

Down

$681,096

Down $388,342 (-36%) from 2019

Net Assets

$681,096

No earlier filing loaded for comparison.

Liabilities

Up

$1

Up $1 from 2019

Revenue And Expenses
Liabilities / Revenue40th percentileNet Margin1st percentile

Revenue

Down

$12,014

Down $9,974 (-45%) from 2019

Expenses

Up

$400,356

Up $271,806 (+211%) from 2019

Net Income

Down

-$388,342

Down $281,780 (-264%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth3rd percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $5,403,474Liabilities 2011: $02011Assets 2012: $4,700,685Liabilities 2012: $02012Assets 2013: $4,032,262Liabilities 2013: $02013Assets 2014: $3,210,646Liabilities 2014: $02014Assets 2015: $2,367,433Liabilities 2015: $02015Assets 2019: $1,069,438Liabilities 2019: $02019Assets 2020: $681,096Liabilities 2020: $1Net Assets 2020: $681,0962020Assets 2021: $340,370Liabilities 2021: $0Net Assets 2021: $340,3702021Assets 2022: $333,229Liabilities 2022: $0Net Assets 2022: $333,2292022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2020

Assets$681,096
Liabilities$1
Net Assets$681,096
Open 2020 Filing

Operations Trend

Revenue Growth13th percentile

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

$1.0M$500K$0-$500K-$1.0MRevenue 2011: $167,476Expenses 2011: $817,681Net Income 2011: -$650,2052011Revenue 2012: $144,015Expenses 2012: $845,198Net Income 2012: -$701,1832012Revenue 2013: $71,792Expenses 2013: $732,716Net Income 2013: -$660,9242013Revenue 2014: $44,871Expenses 2014: $866,487Net Income 2014: -$821,6162014Revenue 2015: $38,293Expenses 2015: $885,289Net Income 2015: -$846,9962015Revenue 2019: $21,988Expenses 2019: $128,550Net Income 2019: -$106,5622019Revenue 2020: $12,014Expenses 2020: $400,356Net Income 2020: -$388,3422020Revenue 2021: -$198,435Expenses 2021: $145,447Net Income 2021: -$343,8822021Revenue 2022: $0Expenses 2022: $7,141Net Income 2022: -$7,1412022Revenue 2023: $0Expenses 2023: $333,229Net Income 2023: -$333,2292023

Highlighted filing

2020

Revenue$12,014
Expenses$400,356
Net Income-$388,342
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Mar 13, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TAMARA SOLATrusteePT$0--
DAN SOLATrustee-$0--
RICHARD SOLATrustee-$0--
DEBORAH NGTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Barbara Wetzel Charitable Foundation
EIN
76-6201712
In Care Of
% TAMARA SOLA
Phone
8585470120
Address
PO BOX 503825, SAN DIEGO, CA 92150-3825

Signing Officer

Name
Tamara Sola
Title
Trustee
Signed
2021-03-13
Discuss with paid preparer
No
Raw XML Appendix297 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/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt029894
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt029894
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt083945
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0469385
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt030347
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0526157
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0765081
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0765081
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01480296
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0370462
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt083945
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0469385
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt030347
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0526157
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0400356
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0370462
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02245377
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01874915
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LiquidationExplanationStmt/ExplanationTxt0CHARITABLE DISTRIBUTION OF 400,000.00 WAS GREATER THAN 25 OF FMV AT THE BEGINING OF THE TAX YEAR
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0TAX SOFTWARE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OFFICE SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2POSTAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3POSTAL BOX RENTAL
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OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt159
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt238
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt3168
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt081
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt159
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt238
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3168
TaxesSchedule/TaxesDetail/Amt010
TaxesSchedule/TaxesDetail/CategoryTxt0STATE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt010
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0TAMARA SOLA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-03-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BARBARA WETZEL CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BARB
ReturnHeader/Filer/EIN0766201712
ReturnHeader/Filer/InCareOfNm0% TAMARA SOLA
ReturnHeader/Filer/PhoneNum08585470120
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 503825
ReturnHeader/Filer/USAddress/CityNm0SAN DIEGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0921503825
ReturnHeader/ReturnTs02021-03-13T03:37:41-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0TAMARA SOLA
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$681,096
Liabilities
$1
Net assets
$681,096
Revenue
$12,014
Expenses
$400,356
Net income
-$388,342
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.00$0.33$0.33
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.33$0.00$0.33$0.00$0.01$0.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.34$0.00$0.34$0.20$0.15$0.34
2020Detailed filing. Detailed filing data is available for this year.$0.68$0.00$0.68$0.01$0.40$0.39
2019Summary only. Only limited summary data is available for this year.$1.07$0.00$0.02$0.13$0.11
2015Summary only. Only limited summary data is available for this year.$2.37$0.00$0.04$0.89$0.85
2014Summary only. Only limited summary data is available for this year.$3.21$0.00$0.04$0.87$0.82
2013Summary only. Only limited summary data is available for this year.$4.03$0.00$0.07$0.73$0.66
2012Summary only. Only limited summary data is available for this year.$4.70$0.00$0.14$0.85$0.70
2011Summary only. Only limited summary data is available for this year.$5.40$0.00$0.17$0.82$0.65