Civic Intelligence

Weiss Charitable Foundation

990PF • Fiscal year 2022 • EIN 95-4825660

Jan 01, 2022 to Dec 31, 2022 • Filed on Aug 16, 2023

Organization Profile
17328 Ventura Blvd Suite 207Encino, CA 91316

(818) 508-8744

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Liabilities / Revenue

59th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Net Margin

96th percentile

90%

Higher net margin than 96% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • <$500k nonprofits • Source year 2022

Asset Growth

69th percentile

12%

Faster asset growth than 69% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

73rd percentile

45%

Faster revenue growth than 73% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$366,635

Up $38,050 (+12%) from 2021

Net Assets

Up

$366,635

Up $38,050 (+12%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin96th percentile

Revenue

Up

$42,395

Up $13,122 (+45%) from 2021

Expenses

Down

$4,345

Down $30,923 (-88%) from 2021

Net Income

Up

$38,050

Up $44,045 (+735%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth69th percentile

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

$800K$600K$400K$200K$0Assets 2011: $666,068Liabilities 2011: $02011Assets 2012: $637,004Liabilities 2012: $0Net Assets 2012: $637,0042012Assets 2013: $650,779Liabilities 2013: $02013Assets 2014: $554,908Liabilities 2014: $0Net Assets 2014: $554,9082014Assets 2015: $577,639Liabilities 2015: $0Net Assets 2015: $577,6392015Assets 2016: $524,420Liabilities 2016: $0Net Assets 2016: $524,4202016Assets 2017: $445,092Liabilities 2017: $0Net Assets 2017: $445,0922017Assets 2018: $402,141Liabilities 2018: $0Net Assets 2018: $402,1412018Assets 2019: $358,572Liabilities 2019: $0Net Assets 2019: $358,5722019Assets 2020: $334,580Liabilities 2020: $0Net Assets 2020: $334,5802020Assets 2021: $328,585Liabilities 2021: $0Net Assets 2021: $328,5852021Assets 2022: $366,635Liabilities 2022: $0Net Assets 2022: $366,6352022Assets 2023: $329,078Liabilities 2023: $0Net Assets 2023: $329,0782023Assets 2024: $319,381Liabilities 2024: $0Net Assets 2024: $319,3812024

Highlighted filing

2022

Assets$366,635
Liabilities$0
Net Assets$366,635
Open 2022 Filing

Operations Trend

Revenue Growth73rd percentile

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

$200K$100K$0-$100KRevenue 2011: $45,521Expenses 2011: $57,687Net Income 2011: -$12,1662011Expenses 2012: $55,7472012Revenue 2013: $69,402Expenses 2013: $55,627Net Income 2013: $13,7752013Revenue 2014: $10,773Expenses 2014: $106,644Net Income 2014: -$95,8712014Revenue 2015: $78,244Expenses 2015: $55,513Net Income 2015: $22,7312015Revenue 2016: $32,973Expenses 2016: $86,192Net Income 2016: -$53,2192016Revenue 2017: -$4,313Expenses 2017: $75,015Net Income 2017: -$79,3282017Revenue 2018: $37,564Expenses 2018: $80,515Net Income 2018: -$42,9512018Revenue 2019: $12,187Expenses 2019: $55,756Net Income 2019: -$43,5692019Revenue 2020: $11,154Expenses 2020: $35,146Net Income 2020: -$23,9922020Revenue 2021: $29,273Expenses 2021: $35,268Net Income 2021: -$5,9952021Revenue 2022: $42,395Expenses 2022: $4,345Net Income 2022: $38,0502022Revenue 2023: $34,176Expenses 2023: $71,733Net Income 2023: -$37,5572023Revenue 2024: $45,482Expenses 2024: $55,179Net Income 2024: -$9,6972024

Highlighted filing

2022

Revenue$42,395
Expenses$4,345
Net Income$38,050
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Aug 16, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LINDA WEISS-WOLFFoundation Manager/Trustee-$0--
JUDITH RUTH WEISS ZWEIGFoundation Manager/Trustee-$0--
Filing and Contact Details

Filer

Filer Name
Weiss Charitable Foundation
EIN
95-4825660
Phone
8185088744
Address
17328 VENTURA BLVD SUITE 207, ENCINO, CA 91316

Signing Officer

Name
Linda Weiss-wolf
Title
Foundation Manager/trustee
Phone
8185088744
Signed
2023-08-16
Discuss with paid preparer
Yes

Preparer

Firm
Ascend Tax and Business Advisors Llp
Address
27001 AGOURA ROAD SUITE 280, CALABASAS, CA 91301
Preparer
Martin Belak-berger
Phone
8189147100
Raw XML Appendix328 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/CategoryTxt0ACCOUNTING
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt13323
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0STOCKS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1BASIS ADJ - CUMULATIVE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JUDITH RUTH WEISS ZWEIG
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IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum08189147100
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0WRITTEN REQUEST OUTLINING THE ORGANIZATION AND CHARITABLE PURPOSE, WITH REQUISITE STATE REGISTRATION INFORMATION.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0MARTIN BELAK-BERGER ASCEND TAX AND
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum08189147100
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt027001 AGOURA ROAD SUITE 280
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0CALABASAS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd091301
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0IRC SECTION 501(C)(3) QUALIFIED ORGANIZATIONS ONLY.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt031660
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt031660
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01282
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt022951
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt046713
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt038426
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt031660
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt06766
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt070946
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01282
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt022951
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt046713
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt00
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt077712
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0109372
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0NON-SUFFICIENT FUND FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt010
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02244
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt02244
TaxesSchedule/TaxesDetail/Amt0116
TaxesSchedule/TaxesDetail/Amt125
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/CategoryTxt1CALIFORNIA TAXES PAID
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LINDA WEISS-WOLF
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FOUNDATION MANAGER/TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08185088744
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-08-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WEISS CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WEIS
ReturnHeader/Filer/EIN0954825660
ReturnHeader/Filer/PhoneNum08185088744
ReturnHeader/Filer/USAddress/AddressLine1Txt017328 VENTURA BLVD SUITE 207
ReturnHeader/Filer/USAddress/CityNm0ENCINO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091316
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0920691097
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ASCEND TAX AND BUSINESS ADVISORS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt027001 AGOURA ROAD SUITE 280
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CALABASAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091301
ReturnHeader/PreparerPersonGrp/PhoneNum08189147100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARTIN BELAK-BERGER
ReturnHeader/ReturnTs02023-09-07T20:29:39-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LINDA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WEISS-WOLF
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$366,635
Liabilities
$0
Net assets
$366,635
Revenue
$42,395
Expenses
$4,345
Net income
$38,050
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.19$0.00$3.19$0.45$0.55$0.10
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.29$0.00$3.29$0.34$0.72$0.38
2022Detailed filing. Detailed filing data is available for this year.$3.67$0.00$3.67$0.42$0.04$0.38
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.29$0.00$3.29$0.29$0.35$0.06
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.35$0.00$3.35$0.11$0.35$0.24
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.59$0.00$3.59$0.12$0.56$0.44
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.02$0.00$4.02$0.38$0.81$0.43
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.45$0.00$4.45$0.04$0.75$0.79
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.24$0.00$5.24$0.33$0.86$0.53
2015Detailed filing. Detailed filing data is available for this year.$5.78$0.00$5.78$0.78$0.56$0.23
2014Detailed filing. Detailed filing data is available for this year.$5.55$0.00$5.55$0.11$1.07$0.96
2013Summary only. Only limited summary data is available for this year.$6.51$0.00$0.69$0.56$0.14
2012Detailed filing. Detailed filing data is available for this year.$6.37$0.00$6.37$0.56
2011Summary only. Only limited summary data is available for this year.$6.66$0.00$0.46$0.58$0.12