Civic Intelligence

Robert W Baltzell Foundation

990PF • Fiscal year 2022 • EIN 87-4150771

Jan 01, 2022 to Dec 31, 2022 • Filed on Oct 30, 2023

Organization Profile
PO Box 541116Omaha, NE 68154

(402) 697-8897

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

Higher debt load relative to assets than 31% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

29th percentile

0.00x

Higher debt load relative to revenue than 29% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Net Margin

97th percentile

98%

Higher net margin than 97% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Asset Growth

93rd percentile

70%

Faster asset growth than 93% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

20th percentile

-28%

Faster revenue growth than 20% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$3,393,542

Up $1,399,687 (+70%) from 2021

Net Assets

Up

$3,393,542

Up $1,399,687 (+70%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin97th percentile

Revenue

Down

$1,429,489

Down $564,366 (-28%) from 2021

Expenses

Up

$29,802

Up $29,802 from 2021

Net Income

Down

$1,399,687

Down $594,168 (-30%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth93rd percentile

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

$6.0M$4.0M$2.0M$0Assets 2021: $1,993,855Liabilities 2021: $0Net Assets 2021: $1,993,8552021Assets 2022: $3,393,542Liabilities 2022: $0Net Assets 2022: $3,393,5422022Assets 2023: $3,384,759Liabilities 2023: $0Net Assets 2023: $3,384,7592023Assets 2024: $5,331,641Liabilities 2024: $0Net Assets 2024: $5,331,6412024

Highlighted filing

2022

Assets$3,393,542
Liabilities$0
Net Assets$3,393,542
Open 2022 Filing

Operations Trend

Revenue Growth20th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2021: $1,993,855Expenses 2021: $0Net Income 2021: $1,993,8552021Revenue 2022: $1,429,489Expenses 2022: $29,802Net Income 2022: $1,399,6872022Revenue 2023: $108,638Expenses 2023: $117,421Net Income 2023: -$8,7832023Revenue 2024: $2,122,233Expenses 2024: $175,351Net Income 2024: $1,946,8822024

Highlighted filing

2022

Revenue$1,429,489
Expenses$29,802
Net Income$1,399,687
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Oct 30, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Robert W BaltzellPresidentPT$0--
Karla BaltzellSecretary-$0--
Beau W BaltzellVice President-$0--
Corey L BaltzellDirector-$0--
Elizabeth TrujilloDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-generaln/aOmaha, NE, US$10,000
Paid Grant-generaln/aTulsa, OK, US$5,000
Filing and Contact Details

Filer

Filer Name
Robert W Baltzell Foundation
EIN
87-4150771
Phone
4026978897
Address
PO Box 541116, Omaha, NE 68154

Signing Officer

Name
Robert Baltzell
Title
President
Phone
4026978897
Signed
2023-10-30
Discuss with paid preparer
Yes

Preparer

Firm
McMillen Dovali CO PC
Address
12808 Augusta Ave, Omaha, NE 68144
Preparer
Dennis McMillen
Phone
4026978897
Raw XML Appendix276 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/PersonNm0Robert W Baltzell
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Karla Baltzell
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Beau W Baltzell
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Corey L Baltzell
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4Elizabeth Trujillo
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Vice President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4Director
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IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Robert W Baltzell
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IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0PUBLICALLY TRADED SECURITIES
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02022-01-06
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0legal fees
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0739
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0739
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0investment fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt012838
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt012838
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0Robert Baltzell
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0903 S 113th St
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0Omaha
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0NE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd068154
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Robert Baltzell
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum04026978897
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Robert W Baltzell Foundation
ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0874150771
ReturnHeader/Filer/PhoneNum04026978897
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 541116
ReturnHeader/Filer/USAddress/CityNm0Omaha
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NE
ReturnHeader/Filer/USAddress/ZIPCd068154
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0470750984
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0McMillen Dovali CO PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt012808 Augusta Ave
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Omaha
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd068144
ReturnHeader/PreparerPersonGrp/PhoneNum04026978897
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Dennis McMillen
ReturnHeader/ReturnTs02023-11-02T04:32:17-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0robert
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0baltzell
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,393,542
Liabilities
$0
Net assets
$3,393,542
Revenue
$1,429,489
Expenses
$29,802
Net income
$1,399,687
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.33$0.00$5.33$2.12$0.18$1.95
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.38$0.00$3.38$0.11$0.12$0.01
2022Detailed filing. Detailed filing data is available for this year.$3.39$0.00$3.39$1.43$0.03$1.40
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.99$0.00$1.99$1.99$0.00$1.99