Civic Intelligence

Waterman Foundation

990PF • Fiscal year 2018 • EIN 90-0592256

Jan 01, 2018 to Dec 31, 2018 • Filed on Mar 22, 2019

Organization Profile
7008 W Ocean FrontNewport Beach, CA 92663

(949) 548-7856

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.

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

19th percentile

-18%

Higher net margin than 19% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

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.

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

92nd percentile

89%

Faster asset growth than 92% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2016 to 2018

Revenue Growth

50th percentile

0.6%

Faster revenue growth than 50% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2016 to 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$87,502

Up $63,128 (+259%) from 2016

Net Assets

$87,502

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin19th percentile

Revenue

Up

$129,635

Up $1,420 (+1.1%) from 2016

Expenses

Up

$153,258

Up $26,749 (+21%) from 2016

Net Income

Down

-$23,623

Down $25,329 (-1485%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth92nd percentile

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

$100K$50K$0Assets 2012: $10,133Liabilities 2012: $02012Assets 2013: $11,417Liabilities 2013: $02013Assets 2014: $41,127Liabilities 2014: $02014Assets 2015: $22,668Liabilities 2015: $02015Assets 2016: $24,374Liabilities 2016: $02016Assets 2018: $87,502Liabilities 2018: $0Net Assets 2018: $87,5022018Assets 2019: $89,182Liabilities 2019: $0Net Assets 2019: $89,1822019Assets 2020: $59,545Liabilities 2020: $02020Assets 2021: $52,062Liabilities 2021: $02021Assets 2022: $57,239Liabilities 2022: $02022Assets 2023: $36,182Liabilities 2023: $02023Assets 2024: $92,942Liabilities 2024: $0Net Assets 2024: $92,9422024

Highlighted filing

2018

Assets$87,502
Liabilities$0
Net Assets$87,502
Open 2018 Filing

Operations Trend

Revenue Growth50th percentile

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

$200K$150K$100K$50K$0-$50KRevenue 2012: $78,697Expenses 2012: $69,793Net Income 2012: $8,9042012Revenue 2013: $63,242Expenses 2013: $61,958Net Income 2013: $1,2842013Revenue 2014: $77,818Expenses 2014: $59,530Net Income 2014: $18,2882014Revenue 2015: $95,037Expenses 2015: $113,496Net Income 2015: -$18,4592015Revenue 2016: $128,215Expenses 2016: $126,509Net Income 2016: $1,7062016Revenue 2018: $129,635Expenses 2018: $153,258Net Income 2018: -$23,6232018Revenue 2019: $122,316Expenses 2019: $120,636Net Income 2019: $1,6802019Revenue 2020: $30,000Expenses 2020: $59,637Net Income 2020: -$29,6372020Revenue 2021: $162,500Expenses 2021: $169,983Net Income 2021: -$7,4832021Revenue 2022: $91,254Expenses 2022: $86,077Net Income 2022: $5,1772022Revenue 2023: $60,000Expenses 2023: $81,057Net Income 2023: -$21,0572023Revenue 2024: $160,000Expenses 2024: $103,238Net Income 2024: $56,7622024

Highlighted filing

2018

Revenue$129,635
Expenses$153,258
Net Income-$23,623
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Mar 22, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT WATERMANPresidentPT$0--
BENJAMIN WATERMANVice President-$0--
Filing and Contact Details

Filer

Filer Name
Waterman Foundation
EIN
90-0592256
Phone
9495487856
Address
7008 W OCEAN FRONT, NEWPORT BEACH, CA 92663

Signing Officer

Name
Robert Waterman
Title
Predident
Phone
9495487856
Signed
2019-03-22
Discuss with paid preparer
Yes

Preparer

Firm
Ltsp Inc
Address
4685 MACARTHUR COURT SUITE 300, NEWPORT BEACH, CA 92660
Preparer
Mark a Simurda
Phone
9496502771
Raw XML Appendix328 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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OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt40
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt50
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt60
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt70
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt80
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt90
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0PRODUCTION COSTS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1ADVERTISING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2TELEPHONE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3EQUIPMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5MEALS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6AUTO MILEAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc7UTILITIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc8POSTAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc9WEB HOSTING
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt40
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt50
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt60
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt70
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt80
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt90
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt40
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt50
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt60
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt70
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt80
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt90
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt027158
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt15654
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt21730
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt327000
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt41201
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt5226
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt6535
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt72441
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt8255
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt9245
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt078555
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INDEPENDENT CONTRACTORS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0ROBERT WATERMAN
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt07008 W OCEAN FRONT
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0NEWPORT BEACH
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0CA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd092663
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT WATERMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PREDIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09495487856
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-03-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WATERMAN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WATE
ReturnHeader/Filer/EIN0900592256
ReturnHeader/Filer/PhoneNum09495487856
ReturnHeader/Filer/USAddress/AddressLine1Txt07008 W OCEAN FRONT
ReturnHeader/Filer/USAddress/CityNm0NEWPORT BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092663
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0953864890
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LTSP INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04685 MACARTHUR COURT SUITE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEWPORT BEACH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092660
ReturnHeader/PreparerPersonGrp/PhoneNum09496502771
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARK A SIMURDA
ReturnHeader/ReturnTs02019-04-12T14:03:59-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$87,502
Liabilities
$0
Net assets
$87,502
Revenue
$129,635
Expenses
$153,258
Net income
-$23,623
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$1.60$1.03$0.57
2023Summary only. Only limited summary data is available for this year.$0.36$0.00$0.60$0.81$0.21
2022Summary only. Only limited summary data is available for this year.$0.57$0.00$0.91$0.86$0.05
2021Summary only. Only limited summary data is available for this year.$0.52$0.00$1.63$1.70$0.07
2020Summary only. Only limited summary data is available for this year.$0.60$0.00$0.30$0.60$0.30
2019Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$1.22$1.21$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$1.30$1.53$0.24
2016Summary only. Only limited summary data is available for this year.$0.24$0.00$1.28$1.27$0.02
2015Summary only. Only limited summary data is available for this year.$0.23$0.00$0.95$1.13$0.18
2014Summary only. Only limited summary data is available for this year.$0.41$0.00$0.78$0.60$0.18
2013Summary only. Only limited summary data is available for this year.$0.11$0.00$0.63$0.62$0.01
2012Summary only. Only limited summary data is available for this year.$0.10$0.00$0.79$0.70$0.09