Civic Intelligence

Walter Iberti Charitable Foundation

990PF • Fiscal year 2022 • EIN 77-0513880

Jan 01, 2022 to Dec 31, 2022 • Filed on Sep 06, 2023

1550G Tiburon Blvd No 626Tiburon, CA 94920

(805) 560-6060

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Liabilities / Revenue

59th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Net Margin

1st percentile

-7734%

Higher net margin than 1% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Top Officer Pay

81st percentile

$2,500

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 496.0% of source-year revenue.

2022 filings • <$500k nonprofits • Source year 2022

Asset Growth

23rd percentile

-17%

Faster asset growth than 23% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

7th percentile

-77%

Faster revenue growth than 7% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Down

$245,435

Down $51,211 (-17%) from 2021

Net Assets

Down

$245,435

Down $51,211 (-17%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

Down

$504

Down $1,671 (-77%) from 2021

Expenses

Up

$39,481

Up $4,259 (+12%) from 2021

Net Income

Down

-$38,977

Down $5,930 (-18%) from 2021

Historical Trend

Balance Sheet Trend

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

2022

Assets$245,435
Liabilities$0
Net Assets$245,435

Operations Trend

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

2022

Revenue$504
Expenses$39,481
Net Income-$38,977
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Sep 6, 2023
Return Version
2022v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
WALTER IBERTIDirector-$2,500-$2,500
PATRICK EBERTDirector-$0--
STEVE ALBERTDirector-$0--
SHARON IBERTITreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Walter Iberti Charitable Foundation
EIN
77-0513880
Phone
8055606060
Address
1550G TIBURON BLVD NO 626, TIBURON, CA 94920

Signing Officer

Name
Walter Iberti
Title
Director
Signed
2023-09-06
Discuss with paid preparer
Yes

Preparer

Firm
Hall Law Group LLP
Address
4733 Chabot Drive Suite 203, Pleasanton, CA 94588
Preparer
William D Wollesen Atrny at Law
Phone
9254600711
Raw XML Appendix324 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt8401 N FAIRVIEW 1
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SAN FRANCISCO
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd694110
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd794920
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd893117
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt014028
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt015623
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt04092
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01603
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01044
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt01044
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt039140
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt017822
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt015623
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt04092
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01603
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt031850
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt017822
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt040184
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt022362
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
TaxesSchedule/TaxesDetail/Amt025
TaxesSchedule/TaxesDetail/Amt196
TaxesSchedule/TaxesDetail/CategoryTxt0DEPARTMENT OF JUSTICE
TaxesSchedule/TaxesDetail/CategoryTxt1UNITED STATES TREASURY
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/PersonNm0WALTER IBERTI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-09-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WALTER IBERTI CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WALT
ReturnHeader/Filer/EIN0770513880
ReturnHeader/Filer/PhoneNum08055606060
ReturnHeader/Filer/USAddress/AddressLine1Txt01550G TIBURON BLVD NO 626
ReturnHeader/Filer/USAddress/CityNm0TIBURON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094920
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0833318599
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Hall Law Group LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04733 Chabot Drive Suite 203
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Pleasanton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094588
ReturnHeader/PreparerPersonGrp/PhoneNum09254600711
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM D WOLLESEN ATRNY AT LAW
ReturnHeader/ReturnTs02023-09-06T09:45:41-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0WALTER
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0IBERTI
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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