Civic Intelligence

Richard & Ursula Wertz Foundation

990PF • Fiscal year 2013 • EIN 94-3383209

Jan 01, 2013 to Dec 31, 2013 • Filed on Apr 08, 2014

Organization Profile
1050 46th StreetSacramento, CA 95819

(916) 929-1006

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

Higher debt load relative to assets than 59% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Liabilities / Revenue

60th percentile

0.00x

Higher debt load relative to revenue than 60% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Net Margin

79th percentile

23%

Higher net margin than 79% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2013 filings • <$500k nonprofits • Source year 2013

Asset Growth

50th percentile

0.8%

Faster asset growth than 50% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

35th percentile

-7.1%

Faster revenue growth than 35% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2011 to 2013

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$68,764

Up $558 (+0.8%) from 2012

Net Assets

Up

$68,764

Up $558 (+0.8%) from 2012

Liabilities

Up

$1

Up $1 from 2012

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin79th percentile

Revenue

$2,464

No earlier filing loaded for comparison.

Expenses

Down

$1,906

Down $8,646 (-82%) from 2012

Net Income

$558

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth50th 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

2013

Assets$68,764
Liabilities$1
Net Assets$68,764
Open 2013 Filing

Operations Trend

Revenue Growth35th percentile

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

2013

Revenue$2,464
Expenses$1,906
Net Income$558
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Apr 8, 2014
Return Version
2013v3.1
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

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

Filer

EIN
94-3383209

Signing Officer

Name
Richard Wertz
Title
President
Signed
2014-04-08
Discuss with paid preparer
Yes

Preparer

Preparer
Robert L Tate Jr CPA
Phone
9169291006
Raw XML Appendix242 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
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AccountingFeesSchedule/AccountingFeesDetail/Amt01850
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX PREPARATION FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt0925
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0925
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt065935
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt089502
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0INDIVIDUAL STOCKS & FUNDS
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IRS990PF/FMVAssetsEOYAmt092331
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IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt04716
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt02829
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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt068206
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01248
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt04098
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt081964
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt083212
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0RICHARD WERTZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1URSULA WERTZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Secretary
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IRS990PF/Organization501c3ExemptPFInd0X
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt015
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.54009
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IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
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IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/City0SACRAMENTO
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode095819
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
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IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine10RICHARD K WERTZ
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
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/AddressLine101050 46TH STREET
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/State0CA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCode095819
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0981
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IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FILING FEES
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OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt010
TaxesSchedule/TaxesDetail/Amt046
TaxesSchedule/TaxesDetail/CategoryTxt0TAXES PAID
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt046
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD WERTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-04-08
ReturnHeader/Filer/BusinessName/BusinessNameLine10RICHARD & URSULA WERTZ FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0RICH
ReturnHeader/Filer/EIN0943383209
ReturnHeader/Filer/USAddress/AddressLine101050 46TH STREET
ReturnHeader/Filer/USAddress/City0SACRAMENTO
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode095819
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10TPBS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine101545 River Park Dr 375
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Sacramento
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0958154614
ReturnHeader/PreparerPersonGrp/PhoneNum09169291006
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Robert L Tate Jr CPA
ReturnHeader/ReturnTs02014-04-08T08:43:10-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$68,764
Liabilities
$1
Net assets
$68,764
Revenue
$2,464
Expenses
$1,906
Net income
$558
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