Civic Intelligence

Barbara Wetzel Charitable Foundation Tr

990PF • Fiscal year 2021 • EIN 76-6201712

Jan 01, 2021 to Dec 31, 2021 • Filed on Jul 19, 2023

Organization Profile
PO Box 503825San Diego, CA 92150

(858) 547-0120

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2021

Net Margin

100th percentile

173%

Higher net margin than 100% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

8th percentile

-50%

Faster asset growth than 8% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$340,370

Down $340,726 (-50%) from 2020

Net Assets

Down

$340,370

Down $340,726 (-50%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$198,435

Down $210,449 (-1752%) from 2020

Expenses

Down

$145,447

Down $254,909 (-64%) from 2020

Net Income

Up

-$343,882

Up $44,460 (+11%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth8th 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: $0Net 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

2021

Assets$340,370
Liabilities$0
Net Assets$340,370
Open 2021 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2021

Revenue-$198,435
Expenses$145,447
Net Income-$343,882
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jul 19, 2023
Return Version
2021v4.1
Compensation and Service Providers
Top Officer Pay78th 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
Phone
8585470120
Address
PO Box 503825, San Diego, CA 92150

Signing Officer

Name
Tamara Sola
Title
Trustee
Signed
2023-07-19
Discuss with paid preparer
Yes

Preparer

Firm
Tovella Dowling PC
Address
600 W Broadway Ste 660 San Diego, San Diego, CA 92101
Preparer
Julie U Nguyen Esq
Phone
6199309332
Raw XML Appendix308 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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ReasonableCauseExplanation/ExplanationTxt0The Barbara Wetzel Charitable Foundation (the "Foundation") respectfully requests the abatement of the penalty for late filing of its 2021 Form 990-PF return. Penalties for late filing of Form 990-PF are imposed under Internal Revenue Code Section 6652(c)(1)(A). However, Section 6652(c)(5) provides that "no penalty shall be imposed...with respect to any failure if it is shown that such failure is due to reasonable cause." Treasury Regulation Section 301.6724-1 states that reasonable cause may be demonstrated if the filer establishes that there are significant mitigating factors with respect to the failure, and that the filer acted in a responsible manner by exercising reasonable care. Reasonable care is that standard of care that a reasonably prudent person would use under the circumstances in the course of its business in determining its filing obligations. The standard of reasonable care also demands that the filer undertake significant steps to avoid or mitigate the failure. Such is the case here. Specifically, the Foundation's trustee had attempted to e-file the 2021 Form 990-PF by the original filing due date on 3/2/2022 using H&R Block, a nationally-recognized tax preparation software. Unbeknownst to the trustee, the form was not transmitted through the software's e-file system. The trustee, ordinarily diligent in these matters, believed the return had been successfully filed and had no reason to suspect it had not been received by the IRS at the time. The IRS only recently notified the Foundation that the 2021 Form 990-PF had not been received (IRS Notice CP259B dated 7/10/2023). Upon receiving the notice, the trustee promptly investigated the matter, discovered the tax software issue, and engaged this firm to re-prepare the return and ensure its electronic transmission. It is important to note that the Foundation has an excellent record of timely compliance with filing requirements. This error was an isolated occurrence and is not reflective of the Foundation's usual practices. Additionally, the inadvertent error that led to this late filing was immediately rectified once identified, and steps have been taken to ensure such an incident will not occur in the future. The Foundation believes that these circumstances constitute reasonable cause for the late filing. Based on the Foundation's demonstration of the existence of significant mitigating factors with respect to the failures, and that it acted responsibly and without willful neglect with respect to its filing obligations, and that it has put procedures in place that it is sure will prevent future delinquencies, we respectfully request that the IRS abate all assessed penalties and interest associated with this late filing in accordance with Section 6652(c)(1)(A).
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Tamara Sola
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-07-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Barbara Wetzel Charitable Foundation
ReturnHeader/Filer/BusinessNameControlTxt0BARB
ReturnHeader/Filer/EIN0766201712
ReturnHeader/Filer/PhoneNum08585470120
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 503825
ReturnHeader/Filer/USAddress/CityNm0San Diego
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092150
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0872635810
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Tovella Dowling PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0600 W Broadway Ste 660 San Diego
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Diego
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092101
ReturnHeader/PreparerPersonGrp/PhoneNum06199309332
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Julie U Nguyen Esq
ReturnHeader/ReturnTs02023-07-19T12:06:12-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Tamara
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Sola
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$340,370
Liabilities
$0
Net assets
$340,370
Revenue
-$198,435
Expenses
$145,447
Net income
-$343,882
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
2021Detailed filing. Detailed filing data is available for this year.$0.34$0.00$0.34$0.20$0.15$0.34
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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