Civic Intelligence

Kodimer-Lutz Foundation

990PF • Fiscal year 2018 • EIN 94-3369524

Jan 01, 2018 to Dec 31, 2018 • Filed on Aug 13, 2019

Organization Profile
657 Woodmont AvenueBerkeley, CA 94708

(510) 558-7010

Siviq Scores

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

Liabilities / Assets

71st percentile

0.02x

Higher debt load relative to assets than 71% of similar nonprofits.

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

Liabilities / Revenue

95th percentile

0.77x

Higher debt load relative to revenue than 95% of similar nonprofits.

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

Net Margin

6th percentile

-112%

Higher net margin than 6% 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

36th percentile

-4.5%

Faster asset growth than 36% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2015 to 2018

Revenue Growth

94th percentile

136%

Faster revenue growth than 94% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2015 to 2018

Balance Sheet
Liabilities / Assets71st percentile

Assets

Down

$105,749

Down $15,850 (-13%) from 2015

Net Assets

$103,349

No earlier filing loaded for comparison.

Liabilities

Up

$2,400

Up $2,400 from 2015

Revenue And Expenses
Liabilities / Revenue95th percentileNet Margin6th percentile

Revenue

Up

$3,120

Up $2,882 (+1211%) from 2015

Expenses

Down

$6,612

Down $2,786 (-30%) from 2015

Net Income

Up

-$3,492

Up $5,668 (+62%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

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

$150K$100K$50K$0Assets 2011: $22,231Liabilities 2011: $12011Assets 2012: $19,626Liabilities 2012: $12012Assets 2013: $20,146Liabilities 2013: $3,5202013Assets 2014: $130,759Liabilities 2014: $02014Assets 2015: $121,599Liabilities 2015: $02015Assets 2018: $105,749Liabilities 2018: $2,400Net Assets 2018: $103,3492018Assets 2019: $100,720Liabilities 2019: $2,900Net Assets 2019: $97,8202019Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020

Highlighted filing

2018

Assets$105,749
Liabilities$2,400
Net Assets$103,349
Open 2018 Filing

Operations Trend

Revenue Growth94th percentile

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

$200K$100K$0-$100KRevenue 2011: $957Expenses 2011: $3,342Net Income 2011: -$2,3852011Revenue 2012: $484Expenses 2012: $3,089Net Income 2012: -$2,6052012Revenue 2013: $304Expenses 2013: $3,303Net Income 2013: -$2,9992013Revenue 2014: $117,448Expenses 2014: $3,315Net Income 2014: $114,1332014Revenue 2015: $238Expenses 2015: $9,398Net Income 2015: -$9,1602015Revenue 2018: $3,120Expenses 2018: $6,612Net Income 2018: -$3,4922018Revenue 2019: $3,572Expenses 2019: $9,101Net Income 2019: -$5,5292019Revenue 2020: $11,074Expenses 2020: $108,894Net Income 2020: -$97,8202020

Highlighted filing

2018

Revenue$3,120
Expenses$6,612
Net Income-$3,492
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Aug 13, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Shelly KodimerPresident-$0--
Kenneth C LutzSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Kodimer-Lutz Foundation
EIN
94-3369524
Phone
5105587010
Address
657 Woodmont Avenue, Berkeley, CA 94708

Signing Officer

Name
Kenneth C Lutz
Title
Secretary
Signed
2019-08-13
Discuss with paid preparer
Yes

Preparer

Firm
Steven J Wiesenthal CPA
Address
1770 First Avenue, Walnut Creek, CA 94597
Preparer
Steven Wiesenthal
Phone
9252100950
Raw XML Appendix313 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/PersonNm1Kenneth C Lutz
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Secretary
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt45232 Claremont Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt520 Broadway
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt61398 Ridgewood Drive
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt71275 K Street NW Suite 250
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Oakland
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Oakland
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Berkeley
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Oakland
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5New York
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6Chico
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7Washington
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd094701
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd194614
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd294612
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd394710
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd494618
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd510004
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd695901
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd720005
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt03400
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt05000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt04800
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt06825
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt01200
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01600
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt01600
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt021225
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt03400
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt05000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt04800
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt06825
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt01200
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt03400
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt03400
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt022825
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt019425
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt011811
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Prior Year Unrealized Loss
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0424
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment Mgmt Fees Morgan Stanley
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/Amt085
TaxesSchedule/TaxesDetail/Amt110
TaxesSchedule/TaxesDetail/Amt2245
TaxesSchedule/TaxesDetail/CategoryTxt0Foreign Taxes
TaxesSchedule/TaxesDetail/CategoryTxt1Franchise Tax Board
TaxesSchedule/TaxesDetail/CategoryTxt2US Treasury
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Kenneth C Lutz
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-08-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Kodimer-Lutz Foundation
ReturnHeader/Filer/BusinessNameControlTxt0KODI
ReturnHeader/Filer/EIN0943369524
ReturnHeader/Filer/PhoneNum05105587010
ReturnHeader/Filer/USAddress/AddressLine1Txt0657 Woodmont Avenue
ReturnHeader/Filer/USAddress/CityNm0Berkeley
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094708
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0680256785
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Steven J Wiesenthal CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01770 First Avenue
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Walnut Creek
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094597
ReturnHeader/PreparerPersonGrp/PhoneNum09252100950
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Steven Wiesenthal
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-08-13T15:02:30-07:00
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
$105,749
Liabilities
$2,400
Net assets
$103,349
Revenue
$3,120
Expenses
$6,612
Net income
-$3,492
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.11$1.09$0.98
2019Detailed filing. Detailed filing data is available for this year.$1.01$0.03$0.98$0.04$0.09$0.06
2018Detailed filing. Detailed filing data is available for this year.$1.06$0.02$1.03$0.03$0.07$0.03
2015Summary only. Only limited summary data is available for this year.$1.22$0.00$0.00$0.09$0.09
2014Summary only. Only limited summary data is available for this year.$1.31$0.00$1.17$0.03$1.14
2013Summary only. Only limited summary data is available for this year.$0.20$0.04$0.00$0.03$0.03
2012Summary only. Only limited summary data is available for this year.$0.20$0.00$0.00$0.03$0.03
2011Summary only. Only limited summary data is available for this year.$0.22$0.00$0.01$0.03$0.02