Civic Intelligence

Walter Iberti Charitable Foundation

990PF • Fiscal year 2014 • EIN 77-0513880

Jan 01, 2014 to Dec 31, 2014 • Filed on Aug 03, 2015

Organization Profile
525 Olive StreetSanta Barbara, CA 93101

(805) 560-6060

Siviq Scores

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

Liabilities / Assets

66th percentile

0.01x

Higher debt load relative to assets than 66% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

93rd percentile

0.56x

Higher debt load relative to revenue than 93% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

5th percentile

-153%

Higher net margin than 5% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Top Officer Pay

77th percentile

$2,000

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 35.1% of source-year revenue.

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

39th percentile

-2.5%

Faster asset growth than 39% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

6th percentile

-68%

Faster revenue growth than 6% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets66th percentile

Assets

Down

$344,563

Down $8,710 (-2.5%) from 2013

Net Assets

$341,363

No earlier filing loaded for comparison.

Liabilities

Flat

$3,200

Flat from 2013

Revenue And Expenses
Liabilities / Revenue93rd percentileNet Margin5th percentile

Revenue

Down

$5,702

Down $11,920 (-68%) from 2013

Expenses

Up

$14,406

Up $6,854 (+91%) from 2013

Net Income

Down

-$8,704

Down $18,774 (-186%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

$400K$300K$200K$100K$0Assets 2011: $341,812Liabilities 2011: $3,2002011Assets 2012: $343,203Liabilities 2012: $3,2002012Assets 2013: $353,273Liabilities 2013: $3,2002013Assets 2014: $344,563Liabilities 2014: $3,200Net Assets 2014: $341,3632014Assets 2015: $250,745Liabilities 2015: $3,200Net Assets 2015: $247,5452015Assets 2016: $252,761Liabilities 2016: $3,200Net Assets 2016: $249,5612016Assets 2017: $240,510Liabilities 2017: $3,200Net Assets 2017: $237,3102017Assets 2018: $241,595Liabilities 2018: $3,200Net Assets 2018: $238,3952018Assets 2019: $236,290Liabilities 2019: $0Net Assets 2019: $236,2902019Assets 2020: $329,693Liabilities 2020: $0Net Assets 2020: $329,6932020Assets 2021: $296,646Liabilities 2021: $0Net Assets 2021: $296,6462021Assets 2022: $245,435Liabilities 2022: $0Net Assets 2022: $245,4352022Assets 2023: $217,855Liabilities 2023: $0Net Assets 2023: $217,8552023Assets 2024: $212,153Liabilities 2024: $0Net Assets 2024: $212,1532024

Highlighted filing

2014

Assets$344,563
Liabilities$3,200
Net Assets$341,363
Open 2014 Filing

Operations Trend

Revenue Growth6th percentile

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

$200K$100K$0-$100KRevenue 2011: $17,190Expenses 2011: $9,214Net Income 2011: $7,9762011Revenue 2012: $17,188Expenses 2012: $15,797Net Income 2012: $1,3912012Revenue 2013: $17,622Expenses 2013: $7,552Net Income 2013: $10,0702013Revenue 2014: $5,702Expenses 2014: $14,406Net Income 2014: -$8,7042014Revenue 2015: -$8,308Expenses 2015: $85,495Net Income 2015: -$93,8032015Revenue 2016: $19,903Expenses 2016: $17,873Net Income 2016: $2,0302016Revenue 2017: $4,238Expenses 2017: $16,471Net Income 2017: -$12,2332017Revenue 2018: $15,804Expenses 2018: $14,719Net Income 2018: $1,0852018Revenue 2019: $16,413Expenses 2019: $18,518Net Income 2019: -$2,1052019Revenue 2020: $114,714Expenses 2020: $21,311Net Income 2020: $93,4032020Revenue 2021: $2,175Expenses 2021: $35,222Net Income 2021: -$33,0472021Revenue 2022: $504Expenses 2022: $39,481Net Income 2022: -$38,9772022Revenue 2023: $444Expenses 2023: $26,652Net Income 2023: -$26,2082023Revenue 2024: $9,088Expenses 2024: $14,790Net Income 2024: -$5,7022024

Highlighted filing

2014

Revenue$5,702
Expenses$14,406
Net Income-$8,704
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Aug 3, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WALTER IBERTI CO RIDGEWAYWARNERDirectorPT$2,000-$2,000
SHARON LOMBARD-IBERTIVice-President-$0--
STEVEN TOWTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Walter Iberti Charitable Foundation
EIN
77-0513880
Phone
8055606060
Address
525 OLIVE STREET, SANTA BARBARA, CA 93101

Signing Officer

Name
Walter Iberti
Title
Director
Phone
8055606060
Signed
2015-08-03
Discuss with paid preparer
Yes

Preparer

Firm
Ridgeway & Warner
Address
PO BOX 20310, SANTA BARBARA, CA 93120-0310
Preparer
Steven K Ridgeway
Phone
8059661751
Raw XML Appendix354 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/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd00
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0RIDGEWAY AND WARNER
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0525 OLIVE STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SANTA BARBARA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd093101
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum08059661751
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0FINANCIAL SUPPORT FOR GENERAL CHARITABLE ORGANIZATIONS BENEFITTING THE COMMUNITY, INCLUDING RELATED ADMINISTRATIVE EXPENSES FOR THE FOUNDATION.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt012390
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0NO PROGRAM-RELATED INVESTMENTS WERE MADE DURING THE YEAR.
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt03797
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt13655
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt010000 DEGREES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1FORGET ME NOT FARM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2PEDAL THE CAUSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0OTHER PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1OTHER PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2OTHER PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01650 LOS GAMOS DRIVE SUITE 110
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt15434 HIGHWAY 12 WEST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2512 VIA DE LA VALLE SUITE 302
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SAN RAFEAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SANTA ROSA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2SOLANA BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd0949030000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1945020000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd2920750000
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt07552
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/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt012390
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt017214
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt012390
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt0437
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt017214
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt012827
OtherDecreasesSchedule/OtherDecreasesDetail/Amt06
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0PENALTY
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt088
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt044
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0132
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0300
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0300
TaxesSchedule/TaxesDetail/Amt010
TaxesSchedule/TaxesDetail/Amt1276
TaxesSchedule/TaxesDetail/Amt231
TaxesSchedule/TaxesDetail/CategoryTxt0STATE FTB TAX 12/13
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL EXCISE TAX 12/13
TaxesSchedule/TaxesDetail/CategoryTxt2FOREIGN TAX WITHHELD 12/13
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt010
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt231
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WALTER IBERTI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum08055606060
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-08-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WALTER IBERTI CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WALT
ReturnHeader/Filer/EIN0770513880
ReturnHeader/Filer/PhoneNum08055606060
ReturnHeader/Filer/USAddress/AddressLine1Txt0525 OLIVE STREET
ReturnHeader/Filer/USAddress/CityNm0SANTA BARBARA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093101
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0770029884
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RIDGEWAY & WARNER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 20310
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SANTA BARBARA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0931200310
ReturnHeader/PreparerPersonGrp/PhoneNum08059661751
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN K RIDGEWAY
ReturnHeader/ReturnTs02015-08-03T17:14:53-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$344,563
Liabilities
$3,200
Net assets
$341,363
Revenue
$5,702
Expenses
$14,406
Net income
-$8,704
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.12$0.00$2.12$0.09$0.15$0.06
2023Detailed filing. Detailed filing data is available for this year.$2.18$0.00$2.18$0.00$0.27$0.26
2022Detailed filing. Detailed filing data is available for this year.$2.45$0.00$2.45$0.01$0.39$0.39
2021Detailed filing. Detailed filing data is available for this year.$2.97$0.00$2.97$0.02$0.35$0.33
2020Detailed filing. Detailed filing data is available for this year.$3.30$0.00$3.30$1.15$0.21$0.93
2019Detailed filing. Detailed filing data is available for this year.$2.36$0.00$2.36$0.16$0.19$0.02
2018Detailed filing. Detailed filing data is available for this year.$2.42$0.03$2.38$0.16$0.15$0.01
2017Detailed filing. Detailed filing data is available for this year.$2.41$0.03$2.37$0.04$0.16$0.12
2016Detailed filing. Detailed filing data is available for this year.$2.53$0.03$2.50$0.20$0.18$0.02
2015Detailed filing. Detailed filing data is available for this year.$2.51$0.03$2.48$0.08$0.85$0.94
2014Detailed filing. Detailed filing data is available for this year.$3.45$0.03$3.41$0.06$0.14$0.09
2013Summary only. Only limited summary data is available for this year.$3.53$0.03$0.18$0.08$0.10
2012Summary only. Only limited summary data is available for this year.$3.43$0.03$0.17$0.16$0.01
2011Summary only. Only limited summary data is available for this year.$3.42$0.03$0.17$0.09$0.08