Civic Intelligence

Paul L Wattis Foundation

990PF • Fiscal year 2020 • EIN 84-1624183

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 11, 2021

180 Montgomery Street No 1616San Francisco, CA 94104

(415) 364-9700

Siviq Scores

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

Liabilities / Assets

80th percentile

0.00x

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

2020 filings • NTEE T22 • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

75th percentile

0.00x

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

2020 filings • NTEE T22 • $5M-$10M nonprofits • Source year 2020

Net Margin

75th percentile

66%

Higher net margin than 75% of similar nonprofits.

2020 filings • NTEE T22 • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2020 filings • NTEE T22 • $5M-$10M nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Assets

$5,424,852

No earlier filing loaded for comparison.

Net Assets

$5,424,852

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

$987,876

No earlier filing loaded for comparison.

Expenses

$340,737

No earlier filing loaded for comparison.

Net Income

$647,139

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2020: $5,424,852Liabilities 2020: $0Net Assets 2020: $5,424,8522020Assets 2021: $5,822,902Liabilities 2021: $0Net Assets 2021: $5,822,9022021Assets 2022: $5,498,738Liabilities 2022: $0Net Assets 2022: $5,498,7382022Assets 2023: $5,137,378Liabilities 2023: $0Net Assets 2023: $5,137,3782023Assets 2024: $5,787,095Liabilities 2024: $0Net Assets 2024: $5,787,0952024

Highlighted filing

2020

Assets$5,424,852
Liabilities$0
Net Assets$5,424,852

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2020: $987,876Expenses 2020: $340,737Net Income 2020: $647,1392020Revenue 2021: $1,126,704Expenses 2021: $728,654Net Income 2021: $398,0502021Revenue 2022: $127,580Expenses 2022: $451,744Net Income 2022: -$324,1642022Revenue 2023: $162,427Expenses 2023: $523,787Net Income 2023: -$361,3602023Revenue 2024: $1,072,651Expenses 2024: $422,933Net Income 2024: $649,7182024

Highlighted filing

2020

Revenue$987,876
Expenses$340,737
Net Income$647,139
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 11, 2021
Return Version
2020v4.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Paul L Wattis IIIPresident, DirectorPT$0--
Paul L Wattis JrSect'Y., Tres., Director-$0--
Filing and Contact Details

Filer

Filer Name
Paul L Wattis Foundation
EIN
84-1624183
Phone
4153649700
Address
180 Montgomery Street No 1616, San Francisco, CA 94104

Signing Officer

Name
Paul W Wattis III
Title
President
Phone
4153649700
Signed
2021-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Botto Law Group LLP
Address
180 Montgomery Street 16th Floor, San Francisco, CA 94104
Preparer
Clare M Raj Esq
Phone
4153649700
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm03M Co Com, 2,000 shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1Adobe Inc, 900 shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2Amazon, 100 shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3American Express Co Com, 4,460 shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4Caterpillar Inc Com, 2,500 shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5Cisco Systems, 5,000 shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6Colgate Palmolive Co Com, 5,095 shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7Costco Wholesale Corp, 1,100 shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8Deere & Co Com, 1,500 shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9Honeywell International Inc Com, 3,091 shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10Illinois Tool Works Inc Com, 2,000 shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11International Business Machs Corp, 2,000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12Johnson Controls International, 2,500 shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13Lyft, Inc, 4,700 shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14Microsoft Corp, 2,100
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15PG&E Corp Com, 6,000 shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16Square, Inc, 3,800 shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17Tesla, Inc, 3,000 shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18Union Pac Corp Com, 2,000 shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19Zoom Video Communications Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20Zuora, Inc, 12,600 shs
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Paul L Wattis III
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Paul L Wattis Jr
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President, Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Sect'y., Tres., Director
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IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0THE FOUNDATION USES A FULL SPECTRUM OF CAPITAL TOOLS TO ADDRESS THE FINANCIAL NEEDS OF ARTS ORGANIZATIONS AND SOCIAL PROGRAMS.
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IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Paul L Wattis III President
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4Support for the Exhibition: Play it Loud: Instruments of Rock & Roll
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5Support for the Berkeley Art Museum and Pacific Film Archive's Annual Fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6Support for the "Fund-a-Need" Campaign
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7Support for the museum's purchase of the piece "sere eustasy/seer used to see"
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4The Metropolitan Museum of Art
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5UC Berkeley Art Museum & Pacific Film Archive
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6UC Berkeley Art Museum & Pacific Film Archive
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OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
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OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt375
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OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt139
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0Paul W Wattis III
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