Civic Intelligence

The William J Batzer Foundation Co Shari L Parent

990PF • Fiscal year 2015 • EIN 87-0744370

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 14, 2016

150 North Ross LaneMedford, OR 97501

(541) 773-7553

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.

2015 filings • <$500k nonprofits • Source year 2015

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2015

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2015

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Asset Growth

13th percentile

-30%

Faster asset growth than 13% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2014 to 2015

Assets

Down

$702

Down $294 (-30%) from 2014

Net Assets

Down

$702

Down $294 (-30%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Flat

$0

Flat from 2014

Expenses

Down

$294

Down $266 (-48%) from 2014

Net Income

Up

-$294

Up $266 (+48%) from 2014

Historical Trend

Balance Sheet Trend

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

$15K$10K$5.0K$0Assets 2010: $93Liabilities 2010: $0Net Assets 2010: $932010Assets 2011: $311Liabilities 2011: $0Net Assets 2011: $3112011Assets 2012: $61Liabilities 2012: $0Net Assets 2012: $612012Assets 2013: $1,556Liabilities 2013: $0Net Assets 2013: $1,5562013Assets 2014: $996Liabilities 2014: $0Net Assets 2014: $9962014Assets 2015: $702Liabilities 2015: $0Net Assets 2015: $7022015Assets 2016: $11,386Liabilities 2016: $0Net Assets 2016: $11,3862016Assets 2017: $9,145Liabilities 2017: $0Net Assets 2017: $9,1452017Assets 2018: $7,124Liabilities 2018: $0Net Assets 2018: $7,1242018Assets 2019: $5,803Liabilities 2019: $0Net Assets 2019: $5,8032019Assets 2020: $2,449Liabilities 2020: $0Net Assets 2020: $2,4492020Assets 2021: $3,879Liabilities 2021: $0Net Assets 2021: $3,8792021Assets 2022: $1,969Liabilities 2022: $0Net Assets 2022: $1,9692022Assets 2023: $2,449Liabilities 2023: $0Net Assets 2023: $2,4492023Assets 2024: $2,444Liabilities 2024: $0Net Assets 2024: $2,4442024

Highlighted filing

2015

Assets$702
Liabilities$0
Net Assets$702

Operations Trend

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

$15K$10K$5.0K$0-$5.0KExpenses 2010: $9502010Expenses 2011: $8052011Expenses 2012: $9952012Revenue 2013: $2,545Expenses 2013: $1,050Net Income 2013: $1,4952013Revenue 2014: $0Expenses 2014: $560Net Income 2014: -$5602014Revenue 2015: $0Expenses 2015: $294Net Income 2015: -$2942015Revenue 2016: $11,750Expenses 2016: $1,066Net Income 2016: $10,6842016Revenue 2017: $500Expenses 2017: $2,741Net Income 2017: -$2,2412017Revenue 2018: $1,000Expenses 2018: $3,021Net Income 2018: -$2,0212018Revenue 2019: $1,206Expenses 2019: $2,527Net Income 2019: -$1,3212019Revenue 2020: $0Expenses 2020: $3,354Net Income 2020: -$3,3542020Revenue 2021: $3,050Expenses 2021: $1,620Net Income 2021: $1,4302021Revenue 2022: $1,050Expenses 2022: $2,960Net Income 2022: -$1,9102022Revenue 2023: $1,050Expenses 2023: $570Net Income 2023: $4802023Revenue 2024: $1,152Expenses 2024: $1,157Net Income 2024: -$52024

Highlighted filing

2015

Revenue$0
Expenses$294
Net Income-$294
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 14, 2016
Return Version
2015v2.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
William J BatzerPresident-$0--
Shari L ParentTreasurer-$0--
Jeffrey D NormanSecretary-$0--
Andy BatzerDirector-$0--
Filing and Contact Details

Filer

Filer Name
The William J Batzer Foundation
EIN
87-0744370
Phone
5417737553
Address
150 NORTH ROSS LANE, MEDFORD, OR 97501

Signing Officer

Name
William J Batzer
Title
President
Signed
2016-11-14
Discuss with paid preparer
Yes

Preparer

Firm
KDP Certified Public Accountants LLP
Address
640 SUPERIOR CT, MEDFORD, OR 97504-6181
Preparer
Robert W Hague CPA
Phone
5417736633
Raw XML Appendix217 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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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0FEDERAL & STATE INFORMATION RETURN PREP
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0William J Batzer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Shari L Parent
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Jeffrey D Norman
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Andy Batzer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO Box 4660
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1150 North Ross Lane
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2PO Box 1802
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3PO Box 4460
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt04.54546
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt01.45631
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0836
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0891
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt012.413479
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0false
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0false
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0150 NORTH ROSS LANE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MEDFORD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0OR
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0SHARI L PARENT
IRS990PF/StatementsRegardingActyGrp/PhoneNum05416188880
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt042
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt042
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0437
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0155
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0545
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0297
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0290
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt042
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0248
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01434
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0437
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0155
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0545
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0297
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01682
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01724
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
TaxesSchedule/TaxesDetail/Amt050
TaxesSchedule/TaxesDetail/Amt110
TaxesSchedule/TaxesDetail/CategoryTxt0ANNUAL FEE - SECRETARY OF STATE
TaxesSchedule/TaxesDetail/CategoryTxt1REVENUE FEE - OR DEPT OF JUSTICE
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0William J Batzer
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE WILLIAM J BATZER FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CO SHARI L PARENT
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0870744370
ReturnHeader/Filer/PhoneNum05417737553
ReturnHeader/Filer/USAddress/AddressLine1Txt0150 NORTH ROSS LANE
ReturnHeader/Filer/USAddress/CityNm0MEDFORD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097501
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KDP Certified Public Accountants LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0640 SUPERIOR CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MEDFORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0975046181
ReturnHeader/PreparerPersonGrp/PhoneNum05417736633
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT W HAGUE CPA
ReturnHeader/ReturnTs02016-11-14T09:52:30-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

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.$2.44$0.00$2.44$1.15$1.16$0.01
2023Detailed filing. Detailed filing data is available for this year.$2.45$0.00$2.45$1.05$0.57$0.48
2022Detailed filing. Detailed filing data is available for this year.$1.97$0.00$1.97$1.05$2.96$1.91
2021Detailed filing. Detailed filing data is available for this year.$3.88$0.00$3.88$3.05$1.62$1.43
2020Detailed filing. Detailed filing data is available for this year.$2.45$0.00$2.45$0.00$3.35$3.35
2019Detailed filing. Detailed filing data is available for this year.$5.80$0.00$5.80$1.21$2.53$1.32
2018Detailed filing. Detailed filing data is available for this year.$7.12$0.00$7.12$1.00$3.02$2.02
2017Detailed filing. Detailed filing data is available for this year.$9.15$0.00$9.15$0.50$2.74$2.24
2016Detailed filing. Detailed filing data is available for this year.$11.4$0.00$11.4$11.8$1.07$10.7
2015Detailed filing. Detailed filing data is available for this year.$0.70$0.00$0.70$0.00$0.29$0.29
2014Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.00$0.56$0.56
2013Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$2.55$1.05$1.50
2012Detailed filing. Detailed filing data is available for this year.$0.06$0.00$0.06$1.00
2011Detailed filing. Detailed filing data is available for this year.$0.31$0.00$0.31$0.81
2010Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$0.95