Civic Intelligence

Sjw Foundation

990PF • Fiscal year 2022 • EIN 88-6367747

Apr 27, 2022 to Dec 31, 2022 • Filed on Nov 10, 2023

Organization Profile
600 Lake Wildcat RoadSnowmass, CO 81654

(212) 686-7160

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.

2022 filings • <$500k nonprofits • Source year 2022

Liabilities / Revenue

59th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Net Margin

97th percentile

100%

Higher net margin than 97% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • <$500k nonprofits • Source year 2022

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2022

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2022

Balance Sheet
Liabilities / Assets59th percentile

Assets

$222,047

No earlier filing loaded for comparison.

Net Assets

$222,047

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin97th percentile

Revenue

$269,812

No earlier filing loaded for comparison.

Expenses

$490

No earlier filing loaded for comparison.

Net Income

$269,322

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$400K$300K$200K$100K$0Assets 2022: $222,047Liabilities 2022: $0Net Assets 2022: $222,0472022Assets 2023: $237,937Liabilities 2023: $0Net Assets 2023: $237,9372023Assets 2024: $378,982Liabilities 2024: $0Net Assets 2024: $378,9822024

Highlighted filing

2022

Assets$222,047
Liabilities$0
Net Assets$222,047
Open 2022 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$300K$200K$100K$0Revenue 2022: $269,812Expenses 2022: $490Net Income 2022: $269,3222022Revenue 2023: $21,583Expenses 2023: $18,092Net Income 2023: $3,4912023Revenue 2024: $166,302Expenses 2024: $13,857Net Income 2024: $152,4452024

Highlighted filing

2022

Revenue$269,812
Expenses$490
Net Income$269,322
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Apr 27, 2022 to Dec 31, 2022
Signed
Nov 10, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SARAH WEINGARTENSettlor & TrusteePT$0--
BRYAN WEINGARTENTrustee-$0--
MARJORIE WEINGARTENTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Sjw Foundation
EIN
88-6367747
Phone
2126867160
Address
600 LAKE WILDCAT ROAD, SNOWMASS, CO 81654

Signing Officer

Name
Bryan Weingarten
Title
Trustee
Phone
2126867160
Signed
2023-11-10
Discuss with paid preparer
Yes

Preparer

Firm
Hertz Herson CPA Llp
Address
575 LEXINGTON AVENUE, NEW YORK, NY 10022
Preparer
Brian J Gloznek
Phone
2126867160
Raw XML Appendix315 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt143042
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt012845
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1156031
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0WHEELS UP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1SPDR S&P 500
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt01978
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt036666
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
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IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt01978
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0127 SHS SPDR
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02022-07-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt036666
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt036666
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0269322
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt047275
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0269322
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0530
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0530
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01060
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IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
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IRS990PF/InitialReturnInd0X
IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0SETTLOR & TRUSTEE
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
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IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt00
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt07173
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0CASA II
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0SARAH WEINGARTEN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0600 LAKE WILDCAT ROAD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt1600 LAKE WILDCAT ROAD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0SNOWMASS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1SNOWMASS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1CO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd081654
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd181654
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0202235
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt128933
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum12
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0202235
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt128933
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0535 SHS. SPY
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc112,471 SHS WHEELS UP
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02022-06-15
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12022-06-15
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt047275
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0EXCESS OVER BOOK VALUE OVER FMV OF SHARES RECEIVED AS CONTRIBUTIONS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0490
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0PROFESSSIONAL FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0490
SubstantialContributorsSch/SubstantialContributorDetail/BusinessName/BusinessNameLine1Txt0CASA II
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0SARAH WEINGARTEN
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0600 LAKE WILDCAT ROAD
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt1600 LAKE WILDCAT ROAD
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0SNOWMASS
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm1SNOWMASS
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0CO
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd1CO
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd081654
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd181654
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BRYAN WEINGARTEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02126867160
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SJW FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SJWF
ReturnHeader/Filer/EIN0886367747
ReturnHeader/Filer/PhoneNum02126867160
ReturnHeader/Filer/USAddress/AddressLine1Txt0600 LAKE WILDCAT ROAD
ReturnHeader/Filer/USAddress/CityNm0SNOWMASS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd081654
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0812276003
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HERTZ HERSON CPA LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0575 LEXINGTON AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010022
ReturnHeader/PreparerPersonGrp/PhoneNum02126867160
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRIAN J GLOZNEK
ReturnHeader/ReturnTs02023-11-13T22:13:31-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BRYAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WEINGARTEN
ReturnHeader/TaxPeriodBeginDt02022-04-27
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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Filings

Displayed year

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

Open filing
Assets
$222,047
Liabilities
$0
Net assets
$222,047
Revenue
$269,812
Expenses
$490
Net income
$269,322
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.79$0.00$3.79$1.66$0.14$1.52
2023Detailed filing. Detailed filing data is available for this year.$2.38$0.00$2.38$0.22$0.18$0.03
2022Detailed filing. Detailed filing data is available for this year.$2.22$0.00$2.22$2.70$0.00$2.69