Civic Intelligence

The William J Batzer Foundation Co Shari L Parent

990PF • Fiscal year 2016 • EIN 87-0744370

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 14, 2017

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.

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

97th percentile

91%

Higher net margin than 97% 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

99th percentile

1522%

Faster asset growth than 99% of similar nonprofits.

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

Revenue Growth

Score unavailable

No value available

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

Annualized from 2015 to 2016

Assets

Up

$11,386

Up $10,684 (+1522%) from 2015

Net Assets

Up

$11,386

Up $10,684 (+1522%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$11,750

Up $11,750 from 2015

Expenses

Up

$1,066

Up $772 (+263%) from 2015

Net Income

Up

$10,684

Up $10,978 (+3734%) from 2015

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

2016

Assets$11,386
Liabilities$0
Net Assets$11,386

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

2016

Revenue$11,750
Expenses$1,066
Net Income$10,684
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 14, 2017
Return Version
2016v3.0
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
2017-11-14
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 Appendix243 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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0William J Batzer
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Andy Batzer
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1To support youth development
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ReturnHeader/Filer/BusinessNameControlTxt0WILL
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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/ReturnTs02017-11-14T14:57:49-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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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