Civic Intelligence

Richard & Ursula Wertz Foundation

990PF • Fiscal year 2015 • EIN 94-3383209

Jan 01, 2015 to Dec 31, 2015 • Filed on Mar 14, 2016

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.

2015 filings • <$500k nonprofits • Source year 2015

Liabilities / Revenue

59th percentile

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

Net Margin

85th percentile

32%

Higher net margin than 85% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2015 filings • <$500k nonprofits • Source year 2015

Asset Growth

58th percentile

3.6%

Faster asset growth than 58% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

19th percentile

-27%

Faster revenue growth than 19% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$57,311

Up $1,995 (+3.6%) from 2014

Net Assets

Up

$57,311

Up $1,995 (+3.6%) from 2014

Liabilities

Flat

$1

Flat from 2014

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin85th percentile

Revenue

Down

$6,157

Down $2,306 (-27%) from 2014

Expenses

Down

$4,162

Down $17,749 (-81%) from 2014

Net Income

Up

$1,995

Up $15,443 (+115%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth58th 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

2015

Assets$57,311
Liabilities$1
Net Assets$57,311
Open 2015 Filing

Operations Trend

Revenue Growth19th 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

2015

Revenue$6,157
Expenses$4,162
Net Income$1,995
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Mar 14, 2016
Return Version
2015v2.0
Compensation and Service Providers
Top Officer Pay76th 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
2016-03-14
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 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.

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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FILING FEES
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OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt020
TaxesSchedule/TaxesDetail/Amt092
TaxesSchedule/TaxesDetail/CategoryTxt0TAXES PAID
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ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD WERTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-03-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RICHARD & URSULA WERTZ FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0RICH
ReturnHeader/Filer/EIN0943383209
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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/ReturnTs02016-03-14T14:50:04-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$57,311
Liabilities
$1
Net assets
$57,311
Revenue
$6,157
Expenses
$4,162
Net income
$1,995
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