Civic Intelligence

Richard & Ursula Wertz Foundation

990PF • Fiscal year 2012 • EIN 94-3383209

Jan 01, 2012 to Dec 31, 2012 • Filed on Apr 03, 2013

Organization Profile
1050 46th Street95819
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2012 filings • <$500k nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

2012 filings • <$500k nonprofits • Source year 2012

Asset Growth

27th percentile

-10%

Faster asset growth than 27% of similar nonprofits.

2012 filings • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$68,206

Down $7,976 (-10%) from 2011

Net Assets

$68,206

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$10,552

Down $3,214 (-23%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

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

$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

2012

Assets$68,206
Liabilities$0
Net Assets$68,206
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2012

Revenue-
Expenses$10,552
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Apr 3, 2013
Return Version
2012v2.0
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
URSULA WERTZSecretary-$0--
RICHARD WERTZPresident-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-SUPPORT OF NOT-FOR-PROFIT ACTIVITIES-SACRAMENTO, CA, US$10,000
Paid Grant-SUPPORT OF NOT-FOR-PROFIT ACTIVITIES-Sacramento, CA, US$500
Filing and Contact Details

Filer

EIN
94-3383209
Raw XML Appendix255 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.

Path#Value
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue063490
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV070924
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0INDIVIDUAL STOCKS & FUNDS
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/RelatedOrExemptFunctionIncome02617
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/RelatedOrExemptFunctionIncome0-41
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome02576
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA02576
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncome02617
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps010500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss010500
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncm02617
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm02617
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss02617
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-7976
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice032053
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss0-41
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome02617
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblPrps010
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss010
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblPrps042
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss042
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjustedNetIncome02617
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps010552
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss010552
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome02617
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses02576
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps052
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss052
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY075458
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY063490
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV070924
IRS990PF/BalanceSheets/OrgThatFollowSFAS1170X
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY0724
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY04716
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV04716
IRS990PF/BalanceSheets/TotalAssetsBOY076182
IRS990PF/BalanceSheets/TotalAssetsEOY068206
IRS990PF/BalanceSheets/TotalAssetsEOYFMV075640
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY076182
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY068206
IRS990PF/BalanceSheets/TotalNetAssetsBOY076182
IRS990PF/BalanceSheets/TotalNetAssetsEOY068206
IRS990PF/BalanceSheets/UnrestrictedBOY076182
IRS990PF/BalanceSheets/UnrestrictedEOY068206
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome0-41
IRS990PF/CapitalGainsAndLosses/NetShortTermCapitalGainOrLoss0-27
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-7976
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal068206
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY076182
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY068206
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted04014
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj04014
IRS990PF/DistributableAmount/DistributableAmountBeforeDed04014
IRS990PF/DistributableAmount/MinimumInvestmentReturn04040
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome026
IRS990PF/DistributableAmount/TotalTax026
IRS990PF/ExciseTaxBasedOnInvestmentIncm/DomesticOrgMeetingSect4940e0X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax026
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal026
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome026
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue026
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY075640
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets082038
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances03860
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities078178
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable01231
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn04040
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets080807
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets082038
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition00.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition10.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0URSULA WERTZ
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1RICHARD WERTZ
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0Secretary
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1President
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine101050 46TH STREET
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine111050 46TH STREET
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0SACRAMENTO
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1SACRMENTO
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0CA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1CA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode095819
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode195819
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct07464
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets07438
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.09205
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.14530
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.08148
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.09422
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.08883
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.05041
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets080807
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear1088247
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear2084833
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear3077284
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear4080837
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear5090592
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome026
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions010552
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1012822
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear206912
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear307282
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear407181
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear504567
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.46025
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions010526
IRS990PF/QualifyingDistributions/ExpensesAndContributions010552
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm026
IRS990PF/QualifyingDistributions/QualifyingDistributions010552
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10RICHARD K WERTZ
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine101050 46TH STREET
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0SACRAMENTO
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0CA
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode095819
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/Form990TFiled0false
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0CA
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/ActsFailToQualifyAsExceptions0false
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/ExcessBusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/MaintExpendResponsibility0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProceedsOrNetIncome0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TrFailToQualifyAsExceptions0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/StatementsRegardingActy4720/UndistrIncome4942a2NotApplied0false
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials0APPLICATIONS SHOULD BE SUBMITTED IN WRITING ACCOMPANIED BY CONFIRMATION OF 501(c)(3) STATUS.
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0RICHARD WERTZ
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine101050 46TH STREET
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/City0SACRAMENTO
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State0CA
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode095819
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount0500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount110000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0SUPPORT OF NOT-FOR-PROFIT ACTIVITIES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1SUPPORT OF NOT-FOR-PROFIT ACTIVITIES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName0The Rotary Club of Sacramento
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName1THE SACRAMENTO BALLET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine101301 H Street
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine111631 K STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0Sacramento
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1SACRAMENTO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode095814
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode195814
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear010500
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear04014
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted04014
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear108448
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear202830
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear303490
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear403235
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear50221
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear50221
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear024541
IRS990PF/UndistributedIncome/ExcessFromCurrentYear06538
IRS990PF/UndistributedIncome/ExcessFromYear108448
IRS990PF/UndistributedIncome/ExcessFromYear202830
IRS990PF/UndistributedIncome/ExcessFromYear303490
IRS990PF/UndistributedIncome/ExcessFromYear403235
IRS990PF/UndistributedIncome/QualifyingDistributions010552
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus06538
IRS990PF/UndistributedIncome/TotalCorpus024762
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover018224
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
OtherExpensesSchedule/OtherExpenses/Description0FILING FEES
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps010
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks010
TaxesSchedule/Taxes/Amount042
TaxesSchedule/Taxes/Category0TAXES PAID
TaxesSchedule/Taxes/DisbursementsCharitablePrps042
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0943383209
ReturnHeader/Filer/Name/BusinessNameLine10RICHARD & URSULA WERTZ FOUNDATION
ReturnHeader/Filer/NameControl0RICH
ReturnHeader/Filer/USAddress/AddressLine101050 46TH STREET
ReturnHeader/Filer/USAddress/City0SACRAMENTO
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode095819
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02013-04-03
ReturnHeader/Officer/Name0RICHARD WERTZ
ReturnHeader/Officer/Title0President
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10TPBS LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine101545 River Park Dr 375
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Sacramento
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0CA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode095815
ReturnHeader/Preparer/Name0Robert L Tate Jr CPA
ReturnHeader/Preparer/Phone09169291006
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-04-03T10:29:59-07:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$68,206
Liabilities
$0
Net assets
$68,206
Revenue
-
Expenses
$10,552
Net income
-
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