Civic Intelligence

The Wertheimer Foundation

990PF • Fiscal year 2020 • EIN 95-4090231

Jan 01, 2020 to Dec 31, 2020 • Filed on Apr 27, 2021

Organization Profile
14191 Alisal LaneSanta Monica, CA 90402

(310) 454-0573

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

85th percentile

42%

Higher net margin than 85% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

67th percentile

11%

Faster asset growth than 67% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

88th percentile

62%

Faster revenue growth than 88% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$1,618,648

Up $158,924 (+11%) from 2019

Net Assets

$1,618,648

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin85th percentile

Revenue

Up

$375,208

Up $143,857 (+62%) from 2019

Expenses

Up

$216,284

Up $106,292 (+97%) from 2019

Net Income

Up

$158,924

Up $37,565 (+31%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth67th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $778,259Liabilities 2011: $02011Assets 2012: $943,462Liabilities 2012: $02012Assets 2013: $1,097,831Liabilities 2013: $02013Assets 2014: $1,085,156Liabilities 2014: $02014Assets 2015: $1,002,899Liabilities 2015: $02015Assets 2019: $1,459,724Liabilities 2019: $02019Assets 2020: $1,618,648Liabilities 2020: $0Net Assets 2020: $1,618,6482020Assets 2021: $1,557,901Liabilities 2021: $0Net Assets 2021: $1,557,9012021Assets 2022: $1,450,231Liabilities 2022: $0Net Assets 2022: $1,450,2312022Assets 2023: $1,248,620Liabilities 2023: $0Net Assets 2023: $1,248,6202023Assets 2024: $1,209,742Liabilities 2024: $0Net Assets 2024: $1,209,7422024

Highlighted filing

2020

Assets$1,618,648
Liabilities$0
Net Assets$1,618,648
Open 2020 Filing

Operations Trend

Revenue Growth88th percentile

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

$600K$400K$200K$0-$200K-$400KRevenue 2011: $344,915Expenses 2011: $147,908Net Income 2011: $197,0072011Revenue 2012: $374,576Expenses 2012: $209,373Net Income 2012: $165,2032012Revenue 2013: $410,022Expenses 2013: $255,653Net Income 2013: $154,3692013Revenue 2014: $244,001Expenses 2014: $256,676Net Income 2014: -$12,6752014Revenue 2015: $56,373Expenses 2015: $138,630Net Income 2015: -$82,2572015Revenue 2019: $231,351Expenses 2019: $109,992Net Income 2019: $121,3592019Revenue 2020: $375,208Expenses 2020: $216,284Net Income 2020: $158,9242020Revenue 2021: $177,549Expenses 2021: $238,296Net Income 2021: -$60,7472021Revenue 2022: $53,462Expenses 2022: $161,132Net Income 2022: -$107,6702022Revenue 2023: $37,050Expenses 2023: $238,661Net Income 2023: -$201,6112023Revenue 2024: $116,790Expenses 2024: $155,668Net Income 2024: -$38,8782024

Highlighted filing

2020

Revenue$375,208
Expenses$216,284
Net Income$158,924
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 27, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUSAN WERTHEIMERSecretary-$0--
ELINOR WERTHEIMERSecretary-$0--
DOUGLAS WERTHEIMERCFO-$0--
THOMAS WERTHEIMERPresident-$0--
Filing and Contact Details

Filer

Filer Name
The Wertheimer Foundation
EIN
95-4090231
Phone
3104540573
Address
14191 ALISAL LANE, SANTA MONICA, CA 90402

Signing Officer

Name
Thomas Wertheimer
Title
President
Signed
2021-04-27
Discuss with paid preparer
Yes

Preparer

Firm
Mah & Associates Llp
Address
201 California Street Suite 411, San Francisco, CA 94111
Preparer
Brian R Mah
Phone
4159811111
Raw XML AppendixShowing 400 of 454 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc62,031.356 SHS PAYDEN HIGH INCOME INVESTOR
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc81,998.038 SHS SCHWAB S&P 500 INDEX FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9191 SHS SPDR S&P BANK ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10153.7535 SHS SPDR S&P 500 ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11349.8641 SHS ISHARES 3-7 YEAR TREASURY BOND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12350 SHS ISHARES 3-7 YEAR TRERY BOND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc136,651.781 SHS PAYDEN CORE BOND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc149,620.849 SHS PAYDEN EQUITY INCOME
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc158,218.457 SHS PAYDEN FLOATING RATE INVESTOR
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc169,791.247 SHS PAYDEN STRATEGIC INCOME INVESTOR
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc179,102.265 SHS SCHWAB S&P 500 INDEX FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18Capital Gain Dividends
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02020-12-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12020-11-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22020-10-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32020-07-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42020-07-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52020-07-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62020-12-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72020-07-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82020-12-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92020-12-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102020-07-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112020-07-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122020-03-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132020-12-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142020-12-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152020-07-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162020-07-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172020-07-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0235909
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt050621
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0158924
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01618648
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01459724
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01618648
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt082888
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt082888
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt082888
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt086677
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt03789
IRS990PF/DistributableAmountGrp/TotalTaxAmt03789
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01600
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt03789
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt03789
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt03789
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt02189
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01600
IRS990PF/FMVAssetsEOYAmt01795563
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt02653
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt02652
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt01279943
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt01503718
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt01680633
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt01459724
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt01618648
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0179781
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0112278
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0112278
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01459724
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01618648
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01795563
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01459724
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01618648
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01459724
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01618648
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01759929
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0105343
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01654586
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt026399
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt086677
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01733530
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01759929
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0SUSAN WERTHEIMER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ELINOR WERTHEIMER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2DOUGLAS WERTHEIMER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3THOMAS WERTHEIMER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2CFO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt014191 ALISAL LANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt114191 ALISAL LANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt214191 ALISAL LANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt314191 ALISAL LANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SANTA MONICA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1SANTA MONICA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2SANTA MONICA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3SANTA MONICA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd090402
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd190402
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd290402
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd390402
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0212061
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0212061
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0212061
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt014191 ALISAL LANE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SANTA MONICA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd090402
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0DOUGLAS WERTHEIMER
IRS990PF/StatementsRegardingActyGrp/PhoneNum03104540573
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0NO SPECIFIC FORM OR INFORMATION REQUIRED.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum03104540573
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum13104540573
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum23104540573
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum33104540573
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt014191 ALISAL LANE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt114191 ALISAL LANE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt214191 ALISAL LANE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt314191 ALISAL LANE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0SANTA MONICA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm1SANTA MONICA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm2SANTA MONICA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm3SANTA MONICA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd3CA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd090402
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd190402
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd290402
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd390402
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt02A. NAME, ADDRESS, AND TELEPHONE NUMBER OF THE PERSON TO WHOM APPLICATIONS SHOULD BE ADDRESSED: THE WERTHEIMER FOUNDATION 14191 ALISAL LANE SANTA MONICA, CA 90402 (310)454-05732B. THE FORM IN WHICH APPLICATIONS SHOULD BE SUBMITTED AND INFORMATION AND MATERIALS THEY SHOULD INCLUDE: NO SPECIFIC FORM OR INFORMATION REQUIRED2C. ANY SUBMISSION DEADLINES: NO SUBMISSION DEADLINES.2D. ANY RESTRICTIONS OR LIMITATIONS ON AWARDS, SUCH AS BY GEOGRAPHICAL AREAS, CHARITABLE FIELDS, KIND OF INSTITUTIONS, OR OTHER FACTORS: DISTRIBUTION OF FUNDS ARE MADE TO VARIOUS ORGANIZATIONS AT THE DISCRETION OF THE BOARD OF DIRECTORS.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt1SAME RESTRICTIONS ON AWARDS AS ABOVE.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt2SAME RESTRICTIONS ON AWARDS AS ABOVE.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt3SAME RESTRICTIONS ON AWARDS AS ABOVE.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NO SUBMISSION DEADLINES.
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0THOMAS WERTHEIMER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0209755
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0FINANCIAL SUPPORT FOR VARIOUS CHARITABLE ORGANIZATIONS - SEE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0SEE STATEMENT 7
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd090402
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0209755
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt082888
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt082888
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt030660
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt092137
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt062049
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0144520
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt080629
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt080629
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0458539
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0129173
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt030660
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt092137
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt062049
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0144520
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0212061
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0129173
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0539168
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0409995
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0THOMAS WERTHEIMER
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt014191 ALISAL LANE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0SANTA MONICA

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,618,648
Liabilities
$0
Net assets
$1,618,648
Revenue
$375,208
Expenses
$216,284
Net income
$158,924
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.12$0.16$0.04
2023Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.04$0.24$0.20
2022Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$0.05$0.16$0.11
2021Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.18$0.24$0.06
2020Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$0.38$0.22$0.16
2019Summary only. Only limited summary data is available for this year.$1.46$0.00$0.23$0.11$0.12
2015Summary only. Only limited summary data is available for this year.$1.00$0.00$0.06$0.14$0.08
2014Summary only. Only limited summary data is available for this year.$1.09$0.00$0.24$0.26$0.01
2013Summary only. Only limited summary data is available for this year.$1.10$0.00$0.41$0.26$0.15
2012Summary only. Only limited summary data is available for this year.$0.94$0.00$0.37$0.21$0.17
2011Summary only. Only limited summary data is available for this year.$0.78$0.00$0.34$0.15$0.20