Civic Intelligence

The William J Batzer Foundation Co Shari L Parent

990PF • Fiscal year 2019 • EIN 87-0744370

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 13, 2020

Organization Profile
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

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

6th percentile

-110%

Higher net margin than 6% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

20th percentile

-19%

Faster asset growth than 20% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

74th percentile

21%

Faster revenue growth than 74% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$5,803

Down $1,321 (-19%) from 2018

Net Assets

Down

$5,803

Down $1,321 (-19%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin6th percentile

Revenue

Up

$1,206

Up $206 (+21%) from 2018

Expenses

Down

$2,527

Down $494 (-16%) from 2018

Net Income

Up

-$1,321

Up $700 (+35%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth20th percentile

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

2019

Assets$5,803
Liabilities$0
Net Assets$5,803
Open 2019 Filing

Operations Trend

Revenue Growth74th percentile

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

2019

Revenue$1,206
Expenses$2,527
Net Income-$1,321
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 13, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay77th percentile

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
Phone
5417737553
Signed
2020-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Moss Adams Llp
Address
221 STEWART AVENUE SUITE 301, MEDFORD, OR 97501
Preparer
Wendy Campos
Phone
5418571040
Raw XML Appendix345 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 401
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO BOX 4059
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt34525 WOLF RUN DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt46900 KERSHAW RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt52330 17TH STREET NE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MEDFORD
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3MEDFORD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4WHITE CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5SALEM
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3OR
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt02406
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0275
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0275
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt02659
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01225
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0396
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0437
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0437
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt06532
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt02252
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt02659
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01225
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0396
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02527
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt02252
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt06969
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt04717
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ANNUAL FEE- SECRETARY OF STATE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1REVENUE FEE - OR DEPT OF JUSTICE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0100
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt121
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0100
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt121
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM J BATZER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05417737553
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE WILLIAM J BATZER FOUNDATION
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0292AC8C23ECA9812BD605A654D2E739AD506DE0D
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt066.191.30.114
ReturnHeader/FilingSecurityInformation/IPDt02020-11-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm010:13:06
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0910189318
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MOSS ADAMS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0221 STEWART AVENUE SUITE 301
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MEDFORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097501
ReturnHeader/PreparerPersonGrp/PhoneNum05418571040
ReturnHeader/PreparerPersonGrp/PreparationDt02020-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WENDY CAMPOS
ReturnHeader/ReturnTs02020-11-16T11:22:03-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,803
Liabilities
$0
Net assets
$5,803
Revenue
$1,206
Expenses
$2,527
Net income
-$1,321
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