Civic Intelligence

The Uhlmann Foundation

990PF • Fiscal year 2012 • EIN 95-2267120

Jan 01, 2012 to Dec 31, 2012 • Filed on May 15, 2013

13245 Riverside DriveSuite 50091423
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

48th percentile

-0.1%

Faster asset growth than 48% 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.

Assets

Down

$267,047

Down $301 (-0.1%) from 2011

Net Assets

$267,047

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$2,395

Up $36 (+1.5%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2010: $265,661Liabilities 2010: $0Net Assets 2010: $265,6612010Assets 2011: $267,348Liabilities 2011: $02011Assets 2012: $267,047Liabilities 2012: $0Net Assets 2012: $267,0472012Assets 2013: $265,091Liabilities 2013: $0Net Assets 2013: $265,0912013Assets 2016: $55,264Liabilities 2016: $0Net Assets 2016: $55,2642016Assets 2019: $0Liabilities 2019: $0Net Assets 2019: $02019Assets 2021: $0Liabilities 2021: $0Net Assets 2021: $02021Assets 2022: $313,333Liabilities 2022: $0Net Assets 2022: $313,3332022Assets 2023: $569,062Liabilities 2023: $0Net Assets 2023: $569,0622023Assets 2024: $822,896Liabilities 2024: $0Net Assets 2024: $822,8962024

Highlighted filing

2012

Assets$267,047
Liabilities$0
Net Assets$267,047

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$400K$300K$200K$100K$0-$100KExpenses 2010: $1,7102010Revenue 2011: $4,046Expenses 2011: $2,359Net Income 2011: $1,6872011Expenses 2012: $2,3952012Revenue 2013: $307Expenses 2013: $2,263Net Income 2013: -$1,9562013Revenue 2016: $26Expenses 2016: $57,039Net Income 2016: -$57,0132016Revenue 2019: $0Expenses 2019: $0Net Income 2019: $02019Revenue 2021: $0Expenses 2021: $0Net Income 2021: $02021Revenue 2022: $338,333Expenses 2022: $25,000Net Income 2022: $313,3332022Revenue 2023: $281,667Expenses 2023: $25,938Net Income 2023: $255,7292023Revenue 2024: $96,431Expenses 2024: $34,740Net Income 2024: $61,6912024

Highlighted filing

2012

Revenue-
Expenses$2,395
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
May 15, 2013
Return Version
2012v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANN UHLMANNPresident-$0--
CHARLES UHLMANNVice President/Treasurer-$0--
MICHAEL JOYCESecretary-$0--
Filing and Contact Details

Filer

EIN
95-2267120
Raw XML Appendix264 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/AccountingFees/NetInvestmentIncome01192
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionAmount0530
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/OtherInvestmentIncomePartVII/ExclusionAmount01564
IRS990PF/AnalysisIncomeProducingActy/OtherInvestmentIncomePartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount02094
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA02094
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IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsNetInvstIncm0530
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsRevAndExpnss0530
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome0902
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IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0267348
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IRS990PF/DistributableAmount/DistributableAmountBeforeAdj013130
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IRS990PF/DistributableAmount/MinimumInvestmentReturn013148
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome018
IRS990PF/DistributableAmount/TotalTax018
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear085
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment0103
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax018
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Overpayment085
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal018
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome018
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments0103
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY0267047
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness00
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0266962
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances0215275
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities00
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable04004
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets051687
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn013148
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0262958
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets0266962
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition00.5
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition10.5
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition20.5
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0ANN UHLMANN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1CHARLES UHLMANN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2MICHAEL JOYCE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0PRESIDENT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1VICE PRESIDENT/TREASURER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2SECRETARY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1013245 RIVERSIDE DRIVE 500
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine12333 S GRAND SUITE 2600
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode290071
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct036869
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets036860
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IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.006156
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.0
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.003455
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.405238
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.286025
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets0262958
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear10261385
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear20229147
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IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear40309218
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear50436234
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IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.700874
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions01203
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IRS990PF/QualifyingDistributions/ExpensesAndContributions01203
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IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10ANN W UHLMANN
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber08187895700
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine1013245 RIVERSIDE DRIVE
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0SHERMAN OAKS
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0CA
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode091423
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
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IRS990PF/StatementsRegardingActivities/StatesFiledWith0CA
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
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IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
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IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
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IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
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IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
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IRS990PF/SupplementaryInformation/ContributingManager0ANN W UHLMANN
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
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IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
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IRS990PF/UndistributedIncome/AppliedToYear100
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IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear200
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear40110038
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear50103442
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IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY011927
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear5091515
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear0110038
IRS990PF/UndistributedIncome/ExcessFromCurrentYear00
IRS990PF/UndistributedIncome/ExcessFromYear100
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IRS990PF/UndistributedIncome/ExcessFromYear40110038
IRS990PF/UndistributedIncome/PriorYear102010
IRS990PF/UndistributedIncome/PriorYear202009
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IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear00
OtherAssetsSchedule/OtherAssets/BOYBookValue080137
OtherAssetsSchedule/OtherAssets/Description0EQUITABLE LIFE ANNUITY
OtherAssetsSchedule/OtherAssets/EOYBookValue019487
OtherAssetsSchedule/OtherAssets/EOYFMV019487
OtherIncomeSchedule2/OtherIncome/Description0AXA EQUITABLE
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome01564
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks01564
TaxesSchedule/Taxes/Amount010
TaxesSchedule/Taxes/Category0STATE FILING FEE
TaxesSchedule/Taxes/DisbursementsCharitablePrps010
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/Filer/EIN0952267120
ReturnHeader/Filer/InCareOfName0% ANN W UHLMANN
ReturnHeader/Filer/Name/BusinessNameLine10THE UHLMANN FOUNDATION
ReturnHeader/Filer/NameControl0UHLM
ReturnHeader/Filer/Phone08187895700
ReturnHeader/Filer/USAddress/AddressLine1013245 RIVERSIDE DRIVE
ReturnHeader/Filer/USAddress/AddressLine20Suite 500
ReturnHeader/Filer/USAddress/City0SHERMAN OAKS
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode091423
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02013-05-15
ReturnHeader/Officer/Name0ANN UHLMANN
ReturnHeader/Officer/Phone08053748555
ReturnHeader/Officer/Title0OFFICER
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10HOLTHOUSE CARLIN & VAN TRIGT LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine104550 E THOUSAND OAKS BLVD STE 100
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0WESTLAKE VILLAGE
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0CA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode091362
ReturnHeader/Preparer/Name0ROBIN M PAULE
ReturnHeader/Preparer/Phone08053748555
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-05-14T18:48:43-05:00

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