Walter Iberti Charitable Foundation

990PF • Fiscal year 2024 • EIN 77-0513880

Jan 01, 2024 to Dec 31, 2024 • Filed on May 07, 2025

Organization Profile

4 Lagoon VisTiburon, CA 94920

(805) 560-6060

Siviq Scores

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

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

-63%

Higher net margin than 10% of similar nonprofits.

2024 filings • <$500k nonprofits • Source year 2024

$3,500

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 38.5% of source-year revenue.

2024 filings • <$500k nonprofits • Source year 2024

-2.6%

Faster asset growth than 42% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

1947%

Faster revenue growth than 99% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet

Liabilities / Assets61st percentile

Assets

Down

$212,153

Down $5,702 (-2.6%) from 2023

Net Assets

Down

$212,153

Down $5,702 (-2.6%) from 2023

Liabilities

Flat

Flat from 2023

Revenue And Expenses

Liabilities / Revenue62nd percentile Net Margin10th percentile

Revenue

$9,088

Up $8,644 (+1947%) from 2023

Expenses

Down

$14,790

Down $11,862 (-45%) from 2023

Net Income

-$5,702

Up $20,506 (+78%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

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

Highlighted filing

2024

Assets$212,153

Liabilities$0

Net Assets$212,153

Open 2024 Filing

Operations Trend

Revenue Growth99th percentile

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

Highlighted filing

2024

Revenue$9,088

Expenses$14,790

Net Income-$5,702

Open 2024 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2024 to Dec 31, 2024
Signed: May 7, 2025
Return Version: 2024v5.1

Compensation and Service Providers

Top Officer Pay82nd percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
WALTER IBERTI	Director	-	$3,500	-	$3,500
PATRICK EBERT	Director	-	$0	-	-
STEVE ALBERT	Director	-	$0	-	-
SHARON IBERTI	Treasurer	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Walter Iberti Charitable Foundation
EIN: 77-0513880
Phone: 8055606060
Address: 4 LAGOON VIS, TIBURON, CA 94920

Signing Officer

Name: Walter Iberti
Title: Director
Phone: 8055606060
Signed: 2025-05-07
Discuss with paid preparer: Yes

Preparer

Firm: Hall Law Group Llp
Address: 4750 WILLOW RD STE 225, PLEASANTON, CA 94588
Preparer: William Wollesen
Phone: 9254600711

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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/ActivitiesNotPreviouslyRptInd	0	0
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IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	0
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt	0	4 LAGOON VIS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm	0	TIBURON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	94920
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	0
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	0
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	0
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	0
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	8055606060
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	0
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt	0	0
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt	0	0
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	1
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt	0	0
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	0
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt	0	14790
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt	0	14790
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt	0	0
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	2000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	1	26
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	2	300
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	3	1000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	1	DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	2	DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	3	DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	MONTESSORI CENTER SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	1	WIKIMEDIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	2	THREE VILLAGE MEALS ON WHEELS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	3	FORGET ME NOT FARM CHILDREN'S SERVICES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	1	501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	2	501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	3	501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	1	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	2	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	3	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	401 N FAIRVIEW 1
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	1 MONTGOMERY ST STE 1600
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	2	216 CHRISTIAN AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	3	5345 HIGHWAY 12 WEST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	GOLETA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	SAN FRANCISCO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	2	STONY BROOK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	3	SANTA ROSA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	2	NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	3	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	93117
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	94104
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	2	11790
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	3	95407
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt	0	0
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	3326
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	3326
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	12800
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	9474
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	5019
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	17822
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	15623
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	4092
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	1603
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	9474
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	34685
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	5019
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	17822
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	11844
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	3326
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	34685
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	44159
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	1563
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	STIFEL
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	0
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt	0	0
TaxesSchedule/TaxesDetail/Amt	0	25
TaxesSchedule/TaxesDetail/CategoryTxt	0	DEPARTMENT OF JUSTICE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	0
ReturnHeader/BuildTS	0	2025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	1
ReturnHeader/BusinessOfficerGrp/PersonNm	0	WALTER IBERTI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	8055606060
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2025-05-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	WALTER IBERTI CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt	0	WALT
ReturnHeader/Filer/EIN	0	770513880
ReturnHeader/Filer/PhoneNum	0	8055606060
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	4 LAGOON VIS
ReturnHeader/Filer/USAddress/CityNm	0	TIBURON
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	CA
ReturnHeader/Filer/USAddress/ZIPCd	0	94920
ReturnHeader/IRSResponsiblePrtyInfoCurrInd	0	1
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	833318599
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	HALL LAW GROUP LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	4750 WILLOW RD STE 225
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	PLEASANTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	94588
ReturnHeader/PreparerPersonGrp/PhoneNum	0	9254600711
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2025-05-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	WILLIAM WOLLESEN
ReturnHeader/ReturnTs	0	2025-05-07T16:04:21-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2024-01-01
ReturnHeader/TaxPeriodEndDt	0	2024-12-31
ReturnHeader/TaxYr	0	2024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $212,153
Liabilities: $0
Net assets: $212,153
Revenue: $9,088
Expenses: $14,790
Net income: -$5,702

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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