Civic Intelligence

The Dale Wasserman Foundation

990PF • Fiscal year 2016 • EIN 86-0782269

Jan 01, 2016 to Dec 31, 2016 • Filed on Jun 19, 2017

Organization Profile
5219 N Casa Blanca Dr 37Paradise Valley, AZ 85253

(480) 345-0500

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

2nd percentile

-900%

Higher net margin than 2% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

47th percentile

-0.1%

Faster asset growth than 47% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

83rd percentile

36%

Faster revenue growth than 83% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$91,526

Down $135 (-0.1%) from 2015

Net Assets

$91,526

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin2nd percentile

Revenue

Up

$15

Up $4 (+36%) from 2015

Expenses

Flat

$150

Flat from 2015

Net Income

Up

-$135

Up $4 (+2.9%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

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

$200K$150K$100K$50K$0Assets 2015: $91,661Liabilities 2015: $02015Assets 2016: $91,526Liabilities 2016: $0Net Assets 2016: $91,5262016Assets 2017: $87,706Liabilities 2017: $0Net Assets 2017: $87,7062017Assets 2018: $140,854Liabilities 2018: $0Net Assets 2018: $140,8542018Assets 2019: $134,044Liabilities 2019: $0Net Assets 2019: $134,0442019Assets 2020: $121,889Liabilities 2020: $0Net Assets 2020: $121,8892020Assets 2021: $109,725Liabilities 2021: $0Net Assets 2021: $109,7252021Assets 2022: $103,578Liabilities 2022: $0Net Assets 2022: $103,5782022Assets 2023: $97,451Liabilities 2023: $0Net Assets 2023: $97,4512023Assets 2024: $162,351Liabilities 2024: $0Net Assets 2024: $162,3512024

Highlighted filing

2016

Assets$91,526
Liabilities$0
Net Assets$91,526
Open 2016 Filing

Operations Trend

Revenue Growth83rd percentile

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

$100K$50K$0-$50KRevenue 2015: $11Expenses 2015: $150Net Income 2015: -$1392015Revenue 2016: $15Expenses 2016: $150Net Income 2016: -$1352016Revenue 2017: $1,186Expenses 2017: $5,006Net Income 2017: -$3,8202017Revenue 2018: $62,123Expenses 2018: $8,975Net Income 2018: $53,1482018Revenue 2019: $2,315Expenses 2019: $9,125Net Income 2019: -$6,8102019Revenue 2020: $1,120Expenses 2020: $13,275Net Income 2020: -$12,1552020Revenue 2021: $1,186Expenses 2021: $13,350Net Income 2021: -$12,1642021Revenue 2022: $1,328Expenses 2022: $7,475Net Income 2022: -$6,1472022Revenue 2023: $1,478Expenses 2023: $7,605Net Income 2023: -$6,1272023Revenue 2024: $81,575Expenses 2024: $16,675Net Income 2024: $64,9002024

Highlighted filing

2016

Revenue$15
Expenses$150
Net Income-$135
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jun 19, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARTHA WASSERMANTrusteePT$0--
DR ROMEO J GARZATrusteePT$0--
DAVID SEREROTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
The Dale Wasserman Foundation
EIN
86-0782269
Phone
4803450500
Address
5219 N CASA BLANCA DR 37, PARADISE VALLEY, AZ 85253

Signing Officer

Name
Martha N Wasserman Trustee
Title
Trustee
Phone
4803450500
Signed
2017-06-19
Discuss with paid preparer
Yes

Preparer

Firm
Wallace Plese Dreher Llp
Address
8665 E HARTFORD DRIVE 115, SCOTTSDALE, AZ 85255
Preparer
Hilarie Pierce
Phone
4803450500
Raw XML Appendix269 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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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0150
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARTHA N WASSERMAN TRUSTEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04803450500
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-06-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE DALE WASSERMAN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0DALE
ReturnHeader/Filer/EIN0860782269
ReturnHeader/Filer/PhoneNum04803450500
ReturnHeader/Filer/USAddress/AddressLine1Txt05219 N CASA BLANCA DR 37
ReturnHeader/Filer/USAddress/CityNm0PARADISE VALLEY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085253
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId03D44E946E10811E19081B536BE5783B7459BCF3B
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0D4BD8735877B220018C1221BD8DC5180DA3A4939
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt098.191.114.53
ReturnHeader/FilingSecurityInformation/IPDt02017-06-19
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0US
ReturnHeader/FilingSecurityInformation/IPTm015:26:52
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0860841383
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WALLACE PLESE DREHER LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08665 E HARTFORD DRIVE 115
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SCOTTSDALE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085255
ReturnHeader/PreparerPersonGrp/PhoneNum04803450500
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HILARIE PIERCE
ReturnHeader/ReturnTs02017-06-19T18:09:03-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$91,526
Liabilities
$0
Net assets
$91,526
Revenue
$15
Expenses
$150
Net income
-$135
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$0.82$0.17$0.65
2023Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.01$0.08$0.06
2022Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.01$0.07$0.06
2021Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.01$0.13$0.12
2020Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$0.01$0.13$0.12
2019Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.02$0.09$0.07
2018Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.62$0.09$0.53
2017Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.01$0.05$0.04
2016Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.00$0.00$0.00
2015Summary only. Only limited summary data is available for this year.$0.92$0.00$0.00$0.00$0.00