Civic Intelligence

Richard & Ursula Wertz Foundation

990PF • Fiscal year 2014 • EIN 94-3383209

Jan 01, 2014 to Dec 31, 2014 • Filed on Apr 12, 2015

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.

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

59th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

5th percentile

-159%

Higher net margin than 5% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

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.

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

18th percentile

-20%

Faster asset growth than 18% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

96th percentile

243%

Faster revenue growth than 96% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$55,316

Down $13,448 (-20%) from 2013

Net Assets

Down

$55,316

Down $13,448 (-20%) from 2013

Liabilities

Down

$0

Down $1 (-100%) from 2013

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin5th percentile

Revenue

Up

$8,463

Up $5,999 (+243%) from 2013

Expenses

Up

$21,911

Up $20,005 (+1050%) from 2013

Net Income

Down

-$13,448

Down $14,006 (-2510%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth18th 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: $0Net 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

2014

Assets$55,316
Liabilities$0
Net Assets$55,316
Open 2014 Filing

Operations Trend

Revenue Growth96th 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

2014

Revenue$8,463
Expenses$21,911
Net Income-$13,448
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Apr 12, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay75th 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
2015-04-12
Discuss with paid preparer
Yes

Preparer

Firm
Tpbs Llp
Address
1545 River Park Dr 375, Sacramento, CA 95815-4614
Preparer
Robert L Tate Jr CPA
Phone
9169291006
Raw XML Appendix256 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/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt083587
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IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt010
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt010
TaxesSchedule/TaxesDetail/Amt051
TaxesSchedule/TaxesDetail/CategoryTxt0TAXES PAID
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt051
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD WERTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-04-12
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/PreparerFirmName/BusinessNameLine1Txt0TPBS 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/PreparerPersonNm0Robert L Tate Jr CPA
ReturnHeader/ReturnTs02015-04-12T13:06:44-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$55,316
Liabilities
$0
Net assets
$55,316
Revenue
$8,463
Expenses
$21,911
Net income
-$13,448
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