Civic Intelligence

Joan Waltemath Foundation

EIN 83-3072362 • 501(c)3 • New York, NY

Pub. 78 Eligible990-N CoverageNTEE A51

Profile

This is the beginning of this organization. The organization obtained a building and it it being renovated. Once the building is renovated it will showcase nebraska artists and art with donations being made to native americans.

131 Bowery 4th FloorNew York, NY 10002

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

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

NTEE A • <$500k nonprofits • Source year 2021

Liabilities / Revenue

59th percentile

0.00x

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

NTEE A • <$500k nonprofits • Source year 2021

Net Margin

29th percentile

-4.6%

Higher net margin than 29% of similar nonprofits.

NTEE A • <$500k nonprofits • Source year 2021

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

NTEE A • <$500k nonprofits • Source year 2021

Asset Growth

53rd percentile

2.8%

Faster asset growth than 53% of similar nonprofits.

NTEE A • <$500k nonprofits • Annualized from 2019 to 2021

Revenue Growth

6th percentile

-86%

Faster revenue growth than 6% of similar nonprofits.

NTEE A • <$500k nonprofits • Annualized from 2019 to 2021

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$253,109

Up $13,491 (+5.6%) from 2019

Liabilities

Flat

$0

Flat from 2019

Net Assets

Up

$253,109

Up $13,491 (+5.6%) from 2019

Operations
Liabilities / Revenue59th percentileNet Margin29th percentile

Revenue

Down

$5,250

Down $244,897 (-98%) from 2019

Expenses

Down

$5,489

Down $5,040 (-48%) from 2019

Net Income

Down

-$239

Down $239,857 (-100%) from 2019

Trend Graphs

Balance Sheet Trend

Asset Growth53rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2019: $239,618Liabilities 2019: $0Net Assets 2019: $239,6182019Assets 2021: $253,109Liabilities 2021: $0Net Assets 2021: $253,1092021

Highlighted filing

2021

Assets$253,109
Liabilities$0
Net Assets$253,109
Open 2021 Filing

Operations Trend

Revenue Growth6th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100KRevenue 2019: $250,147Expenses 2019: $10,529Net Income 2019: $239,6182019Revenue 2021: $5,250Expenses 2021: $5,489Net Income 2021: -$2392021

Highlighted filing

2021

Revenue$5,250
Expenses$5,489
Net Income-$239
Open 2021 Filing

Filings

Most recent year

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

Open filing
Assets
$253,109
Liabilities
$0
Net assets
$253,109
Revenue
$5,250
Expenses
$5,489
Net income
-$239
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$2.53$0.00$2.53$0.05$0.05$0.00
2019Detailed filing. Detailed filing data is available for this year.$2.40$0.00$2.40$2.50$0.11$2.40
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Aug 23, 2022
Return Version
2021v4.2
Gross Receipts
$5,250
Mission and Program Overview

Mission

This is the beginning of this organization. The organization obtained a building and it it being renovated. Once the building is renovated it will showcase nebraska artists and art with donations being made to native americans.

Program Services

DescriptionGrantsExpenses
THE ORGANIZATION HAS A BUILDING AND IS IN THE PROCESS OF RENOVATION. ALL OF THE EXPENSES FOR THE BUILDING AND IMPROVEMENTS HAVE BEEN CAPITALIZED.$0$0
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOAN WALTEMATHDirectorPT$0--
PETER BALLMANDirector-$0--
TODD WALTEMATHDirector-$0--
Filing and Contact Details

Filer

Filer Name
Joan Waltemath Foundation
EIN
83-3072362
Phone
9176200993
Address
131 BOWERY 4TH FLOOR, NEW YORK, NY 10002

Signing Officer

Name
Joan Waltemath
Title
Trustee
Phone
9176200993
Signed
2022-08-23
Discuss with paid preparer
Yes

Preparer

Firm
O'DONNELL FICENEC WILLS & FERDIG LLP
Address
11404 WEST DODGE ROAD SUITE 200, OMAHA, NE 68154-2504
Preparer
Gregory a Harr
Phone
4025923800
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: insurance. Amount: 798. Description: bank fees. Amount: 66. Description: professional fees. Amount: 3,950. Description: utilities. Amount: 675. Total to form 990-ez, line 16: 5,489.”

Form 990-ez, Part II, Line 24 - Other Assets

“Description: intangible assets. Beg. Of year amount: 2,464. End of year amount: 2,464. Description: donated art. Beg. Of year amount: 15,000. End of year amount: 15,000.”

Raw XML Appendix142 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/PersonNm0JOAN WALTEMATH
IRS990EZ/BooksInCareOfDetail/PhoneNum09176200993
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0131 BOWERY FLOOR 4
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0NEW YORK
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd010002
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0235884
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0235645
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt05250
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-239
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0253348
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0253109
IRS990EZ/GrossReceiptsAmt05250
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0253348
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0253109
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0253348
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0253109
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JOAN WALTEMATH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1PETER BALLMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TODD WALTEMATH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt017464
IRS990EZ/OtherAssetsTotalDetail/EOYAmt017464
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt05489
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THIS IS THE BEGINNING OF THIS ORGANIZATION. THE ORGANIZATION OBTAINED A BUILDING AND IT IT BEING RENOVATED. ONCE THE BUILDING IS RENOVATED IT WILL SHOWCASE NEBRASKA ARTISTS AND ART WITH DONATIONS BEING MADE TO NATIVE AMERICANS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ORGANIZATION HAS A BUILDING AND IS IN THE PROCESS OF RENOVATION. ALL OF THE EXPENSES FOR THE BUILDING AND IMPROVEMENTS HAVE BEEN CAPITALIZED.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt05489
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt05250
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt05250
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt015993
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0250147
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0271390
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt020626
IRS990ScheduleA/SubstantialContributorsTotAmt0250764
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt05250
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt015993
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0250147
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0271390
IRS990ScheduleA/TotalSupportAmt0271390
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INSURANCE. AMOUNT: 798. DESCRIPTION: BANK FEES. AMOUNT: 66. DESCRIPTION: PROFESSIONAL FEES. AMOUNT: 3,950. DESCRIPTION: UTILITIES. AMOUNT: 675. TOTAL TO FORM 990-EZ, LINE 16: 5,489.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: INTANGIBLE ASSETS. BEG. OF YEAR AMOUNT: 2,464. END OF YEAR AMOUNT: 2,464. DESCRIPTION: DONATED ART. BEG. OF YEAR AMOUNT: 15,000. END OF YEAR AMOUNT: 15,000.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOAN WALTEMATH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09176200993
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-08-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOAN WALTEMATH FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JOAN
ReturnHeader/Filer/EIN0833072362
ReturnHeader/Filer/PhoneNum09176200993
ReturnHeader/Filer/USAddress/AddressLine1Txt0131 BOWERY 4TH FLOOR
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010002
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0470387937
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0O'DONNELL FICENEC WILLS & FERDIG LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt011404 WEST DODGE ROAD SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OMAHA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0681542504
ReturnHeader/PreparerPersonGrp/PhoneNum04025923800
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GREGORY A HARR
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-09-12T11:53:32-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WALTEMATH
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.