Civic Intelligence

Kodimer-Lutz Foundation

990PF • Fiscal year 2019 • EIN 94-3369524

Jan 01, 2019 to Dec 31, 2019 • Filed on Apr 22, 2020

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

73rd percentile

0.03x

Higher debt load relative to assets than 73% of similar nonprofits.

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

Liabilities / Revenue

95th percentile

0.81x

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

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

Net Margin

5th percentile

-155%

Higher net margin than 5% 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

35th percentile

-4.8%

Faster asset growth than 35% of similar nonprofits.

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

Revenue Growth

69th percentile

14%

Faster revenue growth than 69% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Down

$100,720

Down $5,029 (-4.8%) from 2018

Net Assets

Down

$97,820

Down $5,529 (-5.3%) from 2018

Liabilities

Up

$2,900

Up $500 (+21%) from 2018

Revenue And Expenses
Liabilities / Revenue95th percentileNet Margin5th percentile

Revenue

Up

$3,572

Up $452 (+14%) from 2018

Expenses

Up

$9,101

Up $2,489 (+38%) from 2018

Net Income

Down

-$5,529

Down $2,037 (-58%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth35th 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

2019

Assets$100,720
Liabilities$2,900
Net Assets$97,820
Open 2019 Filing

Operations Trend

Revenue Growth69th 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

2019

Revenue$3,572
Expenses$9,101
Net Income-$5,529
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Apr 22, 2020
Return Version
2019v5.0
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
Phone
5105887010
Signed
2020-04-22
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 Appendix324 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/AddressLine1Txt55232 Claremont Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt620 Broadway
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt71275 K Street NW Suite 250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt81995 University Avenue Suite 401
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt975 5925 Walua Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Berkeley
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Oakland
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Hilo
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Oakland
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Berkeley
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Oakland
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6New York
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7Washington
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8Berkeley
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9KailuaKona
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2HI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd9HI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd094701
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd194614
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd296720
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd394612
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd494710
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd594618
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd610004
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd720005
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd894704
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd996740
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt05400
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/ExcessDistributionCyovYr1Amt03400
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt05000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt04800
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt06825
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01200
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt01200
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt025425
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt05400
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt03400
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt05000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt04800
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt06825
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt05400
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt05400
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt026625
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt021225
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt012
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01056
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment Mgmt Fees Morgan Stanley
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/Amt085
TaxesSchedule/TaxesDetail/Amt110
TaxesSchedule/TaxesDetail/Amt262
TaxesSchedule/TaxesDetail/CategoryTxt0Foreign Taxes
TaxesSchedule/TaxesDetail/CategoryTxt1Franchise Tax Board
TaxesSchedule/TaxesDetail/CategoryTxt2US Treasury
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Kenneth C Lutz
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary
ReturnHeader/BusinessOfficerGrp/PhoneNum05105887010
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-04-22
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/ReturnTs02020-04-23T11:45:33-07:00
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
$100,720
Liabilities
$2,900
Net assets
$97,820
Revenue
$3,572
Expenses
$9,101
Net income
-$5,529
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