Civic Intelligence

Richard & Ursula Wertz Foundation

EIN 94-3383209 • Sacramento, CA

1050 46th StreetSacramento, CA 95819
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2018

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2018

Net Margin

5th percentile

-574%

Higher net margin than 5% of similar nonprofits.

<$500k nonprofits • Source year 2018

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2018

Asset Growth

12th percentile

-100%

Faster asset growth than 12% of similar nonprofits.

<$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

20th percentile

-45%

Faster revenue growth than 20% of similar nonprofits.

<$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $71,399 (-100%) from 2017

Liabilities

Flat

$0

Flat from 2017

Net Assets

Down

$0

Down $71,399 (-100%) from 2017

Operations
Liabilities / Revenue66th percentileNet Margin5th percentile

Revenue

Down

$12,447

Down $10,301 (-45%) from 2017

Expenses

Up

$83,843

Up $74,750 (+822%) from 2017

Net Income

Down

-$71,396

Down $85,051 (-623%) from 2017

Trend Graphs

Balance Sheet Trend

Asset Growth12th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$80K$60K$40K$20K$0Assets 2011: $76,182Liabilities 2011: $02011Assets 2012: $68,206Liabilities 2012: $0Net Assets 2012: $68,2062012Assets 2013: $68,764Liabilities 2013: $1Net Assets 2013: $68,7642013Assets 2014: $55,316Liabilities 2014: $1Net Assets 2014: $55,3162014Assets 2015: $57,311Liabilities 2015: $1Net Assets 2015: $57,3112015Assets 2016: $57,746Liabilities 2016: $0Net Assets 2016: $57,7462016Assets 2017: $71,399Liabilities 2017: $0Net Assets 2017: $71,3992017Assets 2018: $0Liabilities 2018: $0Net Assets 2018: $02018

Highlighted filing

2018

Assets$0
Liabilities$0
Net Assets$0
Open 2018 Filing

Operations Trend

Revenue Growth20th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50K-$100KRevenue 2011: $2,853Expenses 2011: $13,766Net Income 2011: -$10,9132011Expenses 2012: $10,5522012Revenue 2013: $2,464Expenses 2013: $1,906Net Income 2013: $5582013Revenue 2014: $8,463Expenses 2014: $21,911Net Income 2014: -$13,4482014Revenue 2015: $6,157Expenses 2015: $4,162Net Income 2015: $1,9952015Revenue 2016: $2,380Expenses 2016: $1,945Net Income 2016: $4352016Revenue 2017: $22,748Expenses 2017: $9,093Net Income 2017: $13,6552017Revenue 2018: $12,447Expenses 2018: $83,843Net Income 2018: -$71,3962018

Highlighted filing

2018

Revenue$12,447
Expenses$83,843
Net Income-$71,396
Open 2018 Filing

Filings

Most recent year

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

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$12,447
Expenses
$83,843
Net income
-$71,396
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$12.4$83.8$71.4
2017Detailed filing. Detailed filing data is available for this year.$71.4$0.00$71.4$22.7$9.09$13.7
2016Detailed filing. Detailed filing data is available for this year.$57.7$0.00$57.7$2.38$1.95$0.44
2015Detailed filing. Detailed filing data is available for this year.$57.3$0.00$57.3$6.16$4.16$2.00
2014Detailed filing. Detailed filing data is available for this year.$55.3$0.00$55.3$8.46$21.9$13.4
2013Detailed filing. Detailed filing data is available for this year.$68.8$0.00$68.8$2.46$1.91$0.56
2012Detailed filing. Detailed filing data is available for this year.$68.2$0.00$68.2$10.6
2011Summary only. Only limited summary data is available for this year.$76.2$0.00$2.85$13.8$10.9
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Jun 18, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICHARD WERTZPresident-$0--
URSULA WERTZSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Richard & Ursula Wertz Foundation
EIN
94-3383209
Address
1050 46TH STREET, SACRAMENTO, CA 95819

Signing Officer

Name
Richard Wertz
Title
President
Signed
2019-06-18
Discuss with paid preparer
Yes

Preparer

Firm
Tate Associates LLP
Address
1545 River Park Dr 375, Sacramento, CA 95815-4614
Preparer
Donna M Palmer CPA
Phone
9169291006
Raw XML Appendix296 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/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01050 46TH STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SACRAMENTO
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0RICHARD K WERTZ
IRS990PF/StatementsRegardingActyGrp/PhoneNum09164519188
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IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0APPLICATIONS SHOULD BE SUBMITTED IN WRITING ACCOMPANIED BY CONFIRMATION OF 501(c)(3) STATUS.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0RICHARD WERTZ
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt01050 46TH STREET
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt083843
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SUPPORT OF NOT-FOR-PROFIT ACTIVITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0SACRAMENTO REGION COMMUNITY FOUNDAT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0955 UNIVERSITY AVE A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SACRAMENTO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0880
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0880
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt04561
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt016882
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0104406
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt082963
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt04561
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt016882
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt083843
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt082963
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0104406
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt021443
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LiquidationExplanationStmt/ExplanationTxt0SEE ATTACHED UNANIMOUS WRITTEN CONSENT OF THE BOARD OF DIRECTORS TO VOLUNTARILY WIND-UP AND DISSOLVE AND THE NONPROFIT CERIFICATE OF DISSOLUTION FILED WITH THE SECRETARY OF STATE'S OFFICE.
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD WERTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-06-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RICHARD & URSULA WERTZ FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0RICH
ReturnHeader/Filer/EIN0943383209
ReturnHeader/Filer/USAddress/AddressLine1Txt01050 46TH STREET
ReturnHeader/Filer/USAddress/CityNm0SACRAMENTO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095819
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0472085816
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Tate Associates LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01545 River Park Dr 375
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Sacramento
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0958154614
ReturnHeader/PreparerPersonGrp/PhoneNum09169291006
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DONNA M PALMER CPA
ReturnHeader/ReturnTs02019-06-18T10:44:37-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

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