IN HIS NAME FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- IN HIS NAME FOUNDATION (EIN 46-2704067)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-23
- IRS object ID
- 202311439349100426
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-23T14:13:21-07:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 020639624 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Wertz & Company LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5450 Trabuco Road | AddressLine1Txt |
| City | Irvine | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92620 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 462704067 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | In His Name Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | INHI | BusinessNameControlTxt |
| Phone | 9497565000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5450 Trabuco Rd | AddressLine1Txt |
| City | Irvine | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92620 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Donna Wertz | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2023-05-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Donna | PersonFirstNm |
| Person Last | Wertz | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Russ Wertz | PreparerPersonNm |
| PTIN | P01276268 | PTIN |
| Phone | 9497565000 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $0 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $265,043 | ContriRcvdRevAndExpnssAmt |
| Total Rev And Expnss | $265,043 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $0 | TotalNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $424 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $424 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $424 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $424 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $85,150 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $85,150 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $85,574 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $85,574 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $179,469 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $218,007 | CashBOYAmt |
| Cash EOY | $397,476 | CashEOYAmt |
| Total Assets BOY | $218,007 | TotalAssetsBOYAmt |
| Total Assets EOY | $397,476 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $0 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $218,007 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $397,476 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $218,007 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $397,476 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $218,007 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $397,476 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $218,007 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $179,469 | ExcessRevenueOverExpensesAmt |
| Subtotal | $397,476 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $397,476 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Russ Wertz | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9497565000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5450 Trabuco Rd | AddressLine1Txt |
| City | Irvine | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92620 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Donna Wertz | ||||||
| 5450 Trabuco Rd | Irvine | CA | 92620 | President | 3.00 | $0 |
| Madison Bristol | ||||||
| 5450 Trabuco Rd | Irvine | CA | 92620 | Vice Pres. | 3.00 | $0 |
| Russ Wertz | ||||||
| 5450 Trabuco Rd | Irvine | CA | 92620 | Secretary | 3.00 | $0 |
| Andrea Rice | ||||||
| 5450 Trabuco Rd | Irvine | CA | 92620 | Treasurer | 3.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $85,574 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $85,574 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $234,563 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $54,143 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $117,560 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $36,541 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $137,479 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $580,286 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $85,574 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $85,574 | RemainingDistriFromCorpusAmt |
| Total Corpus | $665,860 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $234,563 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $431,297 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $54,143 | ExcessFromYear4Amt |
| Excess From Year3 | $117,560 | ExcessFromYear3Amt |
| Excess From Year2 | $36,541 | ExcessFromYear2Amt |
| Excess From Year1 | $137,479 | ExcessFromYear1Amt |
| Excess From Current Year | $85,574 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Donna Wertz | ContributingManagerNm |
| Contributing Manager | Russ Wertz | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Recipient RelationshipRecipientRelationshipTxt |
|---|---|---|---|---|---|---|---|
| TRINITY RANCH MINISTRIES | |||||||
| 145 S STATE COLLEGE SUITE 470 | BREA | CA | 92821 | NON-PROF | Fund teaching/operational expenses in relation to discipleship training | $1,000 | |
| FOCAL POINT RADIO | |||||||
| PO BOX 2850 | LAGUNA HILLS | CA | 92654 | NON-PROF. | Support exploring and proclaiming the depths of Scripture on the radio, online, and in print. | $5,000 | |
| ARCS FOUNDATION INC | |||||||
| PO BOX 2649 | LAGRANGE | GA | 30241 | NON-PROF. | Supporting the best and brightest United States graduate and undergraduate scholars by providing financial awards in science, engineering, and medical research | $2,500 | |
| ACRES OF LOVE | |||||||
| 31920 DEL OBISPO ST STE 150 | SAN JUAN CAPISTRANO | CA | 92675 | NON-PROF. | To aide in the rescue of abandoned children and create families | $3,000 | |
| CRISTAL JAVIER | |||||||
| 5450 TRABUCO ROAD | IRVINE | CA | 92620 | I | MEMORIAL FUND | $11,000 | |
| THE FREEDOM CHALLENGE | |||||||
| PO BOX 444 | TYRONE | GA | 30290 | NON-PROF. | SUPPORT THE FREEING OF OPPRESSED AND ENSLAVED WOMEN AND CHILDREN AROUND THE WORLD | $49,000 | N/A |
| NUZZLES CO | |||||||
| 6699 N LANDMARK DR SUITE B 103 | PARK CITY | UT | 84098 | NON-PROF. | FUND ADOPTION PROGRAMS FOR ANIMALS | $1,991 | |
| REACHING SOULS INTERNATIONAL | |||||||
| 12625 S PORTLAND AVE | OKLAHOMA CITY | OK | 73170 | NON-PROF. | PROVIDE SUPPORT FOR NATIONAL MISSIONARIES | $5,000 | |
| FOR THE GLOBAL GLORY OF GOD | |||||||
| PO BOX 36 | ROCK SPRING | GA | 30739 | NON-PROF. | EQUIP INDIVIDUALS WITH THE TOOLS AND TRAINING NEEDED TO MAKE AN IMPACT WITHIN THEIR COMMUNITIES AND THEIR COUNTRY. | $1,000 | |
| THE CHIEFS MINISTRY | |||||||
| 1644 E CAMPO BELLO DRIVE | PHOENIX | AZ | 85022 | NON-PROF. | SUPPORT MINISTRY WORK THROUGH BUILD PROGRAM | $510 | |
| COMPASS BIBLE CHURCH | |||||||
| 145 COLUMBIA | ALISO VIEJO | CA | 92656 | NON-PROF. | SUPPORT MINISTRY SERVICES | $5,149 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $85,150 | TotalGrantOrContriPdDurYrAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| WERTZ COMPANY LLP | ||||||
| 1 | 5450 TRABUCO RD | IRVINE | CA | 92620 | $90,000 | Yes (X) |
| RUSS DONNA WERTZ | ||||||
| 2 | 5450 TRABUCO RD | IRVINE | CA | 92620 | $115,043 | Yes (X) |
| SECUREDOCK | ||||||
| 3 | 5450 TRABUCO RD | IRVINE | CA | 92620 | $50,000 | Yes (X) |
| THE PARALLAX GROUP INTERNATIONAL | ||||||
| 4 | 65 ENTERPRISE SUITE 480 | ALISO VIEJO | CA | 92656 | $10,000 | Yes (X) |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| BANK CHARGES | $349 | $349 |
| LICENSES | $75 | $75 |
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