Civic Intelligence

William and Maria Iberti Charitable Foundation

990PF • Fiscal year 2020 • EIN 77-0513879

Jan 01, 2020 to Dec 31, 2020 • Filed on May 12, 2021

Organization Profile
479 Florence AvenueSebastopol, CA 95472

(707) 824-2232

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.

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

5th percentile

-283%

Higher net margin than 5% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

81st percentile

$4,600

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 71.3% of source-year revenue.

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

30th percentile

-7.5%

Faster asset growth than 30% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

6th percentile

-90%

Faster revenue growth than 6% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$225,251

Down $18,260 (-7.5%) from 2019

Net Assets

Down

$225,251

Down $18,260 (-7.5%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin5th percentile

Revenue

Down

$6,448

Down $58,531 (-90%) from 2019

Expenses

Up

$24,708

Up $3,728 (+18%) from 2019

Net Income

Down

-$18,260

Down $62,259 (-142%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

$300K$200K$100K$0Assets 2011: $192,634Liabilities 2011: $02011Assets 2012: $200,053Liabilities 2012: $12012Assets 2013: $202,024Liabilities 2013: $0Net Assets 2013: $202,0242013Assets 2014: $205,828Liabilities 2014: $0Net Assets 2014: $205,8282014Assets 2015: $204,869Liabilities 2015: $0Net Assets 2015: $204,8692015Assets 2016: $201,036Liabilities 2016: $0Net Assets 2016: $201,0362016Assets 2017: $204,356Liabilities 2017: $0Net Assets 2017: $204,3562017Assets 2018: $199,512Liabilities 2018: $0Net Assets 2018: $199,5122018Assets 2019: $243,511Liabilities 2019: $0Net Assets 2019: $243,5112019Assets 2020: $225,251Liabilities 2020: $0Net Assets 2020: $225,2512020Assets 2021: $205,020Liabilities 2021: $0Net Assets 2021: $205,0202021Assets 2022: $176,390Liabilities 2022: $0Net Assets 2022: $176,3902022Assets 2023: $161,427Liabilities 2023: $0Net Assets 2023: $161,4272023Assets 2024: $143,823Liabilities 2024: $0Net Assets 2024: $143,8232024

Highlighted filing

2020

Assets$225,251
Liabilities$0
Net Assets$225,251
Open 2020 Filing

Operations Trend

Revenue Growth6th percentile

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

$100K$50K$0-$50KRevenue 2011: -$3,195Expenses 2011: $11,532Net Income 2011: -$14,7272011Revenue 2012: $21,702Expenses 2012: $14,283Net Income 2012: $7,4192012Revenue 2013: $14,651Expenses 2013: $12,680Net Income 2013: $1,9712013Revenue 2014: $20,048Expenses 2014: $16,244Net Income 2014: $3,8042014Revenue 2015: $15,494Expenses 2015: $16,453Net Income 2015: -$9592015Revenue 2016: $13,323Expenses 2016: $17,156Net Income 2016: -$3,8332016Revenue 2017: $20,535Expenses 2017: $17,215Net Income 2017: $3,3202017Revenue 2018: $16,054Expenses 2018: $20,898Net Income 2018: -$4,8442018Revenue 2019: $64,979Expenses 2019: $20,980Net Income 2019: $43,9992019Revenue 2020: $6,448Expenses 2020: $24,708Net Income 2020: -$18,2602020Revenue 2021: $8,134Expenses 2021: $28,365Net Income 2021: -$20,2312021Revenue 2022: $3,142Expenses 2022: $31,772Net Income 2022: -$28,6302022Revenue 2023: $2,660Expenses 2023: $26,981Net Income 2023: -$24,3212023Revenue 2024: $11,698Expenses 2024: $28,246Net Income 2024: -$16,5482024

Highlighted filing

2020

Revenue$6,448
Expenses$24,708
Net Income-$18,260
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 12, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM IBERTIDirector/President/Treas-$4,600-$4,600
MARIA IBERTIDirector/Vice President/Sec-$4,600-$4,600
Filing and Contact Details

Filer

Filer Name
William & Maria Iberti
EIN
77-0513879
Phone
7078242232
Address
479 FLORENCE AVENUE, SEBASTOPOL, CA 95472

Signing Officer

Name
William Iberti
Title
President
Phone
7078242232
Signed
2021-05-12
Discuss with paid preparer
Yes

Preparer

Firm
Thomas Porch & Gullickson Cpas
Address
5213 EL MERCADO PKWY STE E, SANTA ROSA, CA 95403-1301
Preparer
Kelly Weaver
Phone
7075754236
Raw XML Appendix352 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MARIA IBERTI
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt32000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt45000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt5500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0MEDICAL ASSISTANCE TO POPULATIONS IN DISTRESS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1TO ALLEVIATE POVERTY THROUGH LASTING SOLUTIONS THAT HELP PEOPLE BUILD ASSETS, CREATE JOBS AND RAISE THEIR STANDARD OF LIVING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2SUPPORT FOR COMMUNITY BASED WOMENS ORGANIZATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3NONPARTISAN EFFORT TO REGISER AND CIVICALLY ENGAGE GEORGIANS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4LEGAL ORG. PROMOTING TOLERANCE AND JUSTICE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5TO CREATE AND MAINTAIN AN ENVIRONMENT THAT ENCOURAGES INDEPENDENCE FOR OLDER ADULTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0DOCTORS WO BORDERS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1FINCA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2MADRE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3THE NEW GEORGIA PROJECTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4SOUTHERN POVERTY LAW CENTER (SPLC)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5SEBASTOPOL SENIOR CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0333 SEVENTH AVE 2ND FLOOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11201 15TH STREET NW 8TH FLOOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2121 WEST 27TH STREET ROOM 301
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3830 GLENWOOD AVE SE STE 510-221
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4400 WASHINGTON AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5167 N HIGH ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3ATLANTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4MONTGOMERY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5SEBASTOPOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4AL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010001
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd120005
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd210001
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd330316
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd436104
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd595472
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt012500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt01224
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt014036
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt019169
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt0709
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt015260
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt0709
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt0709
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt017945
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt014036
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OTHER
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt03
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0286
OtherIncomeSchedule2/OtherIncomeDetail/Desc0CHARLES SCHWAB-NON-DIVIDEND DISTRIBUTION
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0286
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0286
TaxesSchedule/TaxesDetail/Amt010
TaxesSchedule/TaxesDetail/Amt12041
TaxesSchedule/TaxesDetail/Amt24
TaxesSchedule/TaxesDetail/CategoryTxt0FTB
TaxesSchedule/TaxesDetail/CategoryTxt1IRS
TaxesSchedule/TaxesDetail/CategoryTxt2FOREIGN TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt20
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM IBERTI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07078242232
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WILLIAM & MARIA IBERTI
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0770513879
ReturnHeader/Filer/PhoneNum07078242232
ReturnHeader/Filer/USAddress/AddressLine1Txt0479 FLORENCE AVENUE
ReturnHeader/Filer/USAddress/CityNm0SEBASTOPOL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095472
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0680323663
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0THOMAS PORCH & GULLICKSON CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05213 EL MERCADO PKWY STE E
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SANTA ROSA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0954031301
ReturnHeader/PreparerPersonGrp/PhoneNum07075754236
ReturnHeader/PreparerPersonGrp/PreparationDt02021-05-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KELLY WEAVER
ReturnHeader/ReturnTs02021-05-14T17:05:20-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0WILLIAM
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0IBERTI
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
$225,251
Liabilities
$0
Net assets
$225,251
Revenue
$6,448
Expenses
$24,708
Net income
-$18,260
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.12$0.28$0.17
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.61$0.00$1.61$0.03$0.27$0.24
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.76$0.00$1.76$0.03$0.32$0.29
2021Detailed filing. Detailed filing data is available for this year.$2.05$0.00$2.05$0.08$0.28$0.20
2020Detailed filing. Detailed filing data is available for this year.$2.25$0.00$2.25$0.06$0.25$0.18
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.44$0.00$2.44$0.65$0.21$0.44
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.00$0.00$2.00$0.16$0.21$0.05
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.04$0.00$2.04$0.21$0.17$0.03
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.01$0.00$2.01$0.13$0.17$0.04
2015Detailed filing. Detailed filing data is available for this year.$2.05$0.00$2.05$0.15$0.16$0.01
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.06$0.00$2.06$0.20$0.16$0.04
2013Detailed filing. Detailed filing data is available for this year.$2.02$0.00$2.02$0.15$0.13$0.02
2012Summary only. Only limited summary data is available for this year.$2.00$0.00$0.22$0.14$0.07
2011Summary only. Only limited summary data is available for this year.$1.93$0.00$0.03$0.12$0.15