Civic Intelligence

The Olsen Foundation

990PF • Fiscal year 2016 • EIN 26-0423044

Jan 01, 2016 to Dec 31, 2016 • Filed on Apr 23, 2017

Organization Profile
PO Box 1831Austin, TX 78767

(504) 799-3170

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.

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

1st percentile

-36467%

Higher net margin than 1% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

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.

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

37th percentile

-4.3%

Faster asset growth than 37% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

21st percentile

-25%

Faster revenue growth than 21% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$24,339

Down $1,094 (-4.3%) from 2015

Net Assets

Down

$24,339

Down $1,094 (-4.3%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin1st percentile

Revenue

Down

$3

Down $1 (-25%) from 2015

Expenses

Up

$1,097

Up $780 (+246%) from 2015

Net Income

Down

-$1,094

Down $781 (-250%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

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

$300K$200K$100K$0Assets 2010: $256,095Liabilities 2010: $0Net Assets 2010: $256,0952010Assets 2011: $154,141Liabilities 2011: $0Net Assets 2011: $154,1412011Assets 2012: $53,853Liabilities 2012: $0Net Assets 2012: $53,8532012Assets 2013: $53,553Liabilities 2013: $0Net Assets 2013: $53,5532013Assets 2014: $25,746Liabilities 2014: $0Net Assets 2014: $25,7462014Assets 2015: $25,433Liabilities 2015: $0Net Assets 2015: $25,4332015Assets 2016: $24,339Liabilities 2016: $0Net Assets 2016: $24,3392016Assets 2017: $23,884Liabilities 2017: $0Net Assets 2017: $23,8842017Assets 2018: $23,735Liabilities 2018: $0Net Assets 2018: $23,7352018Assets 2019: $20,345Liabilities 2019: $0Net Assets 2019: $20,3452019Assets 2020: $20,080Liabilities 2020: $0Net Assets 2020: $20,0802020Assets 2021: $19,814Liabilities 2021: $0Net Assets 2021: $19,8142021Assets 2022: $19,550Liabilities 2022: $0Net Assets 2022: $19,5502022Assets 2023: $18,691Liabilities 2023: $0Net Assets 2023: $18,6912023Assets 2024: $17,432Liabilities 2024: $0Net Assets 2024: $17,4322024

Highlighted filing

2016

Assets$24,339
Liabilities$0
Net Assets$24,339
Open 2016 Filing

Operations Trend

Revenue Growth21st percentile

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

$150K$100K$50K$0-$50KExpenses 2010: $101,3062010Expenses 2011: $101,9762011Expenses 2012: $100,3002012Revenue 2013: $100,005Expenses 2013: $100,305Net Income 2013: -$3002013Revenue 2014: $5Expenses 2014: $27,812Net Income 2014: -$27,8072014Revenue 2015: $4Expenses 2015: $317Net Income 2015: -$3132015Revenue 2016: $3Expenses 2016: $1,097Net Income 2016: -$1,0942016Revenue 2017: $88Expenses 2017: $543Net Income 2017: -$4552017Revenue 2018: $305Expenses 2018: $454Net Income 2018: -$1492018Revenue 2019: $379Expenses 2019: $3,769Net Income 2019: -$3,3902019Revenue 2020: $5Expenses 2020: $270Net Income 2020: -$2652020Revenue 2021: $4Expenses 2021: $270Net Income 2021: -$2662021Revenue 2022: $6Expenses 2022: $270Net Income 2022: -$2642022Revenue 2023: $11Expenses 2023: $870Net Income 2023: -$8592023Revenue 2024: $11Expenses 2024: $1,270Net Income 2024: -$1,2592024

Highlighted filing

2016

Revenue$3
Expenses$1,097
Net Income-$1,094
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Apr 23, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Richard G Zepernick JrMember And Director-$0--
Sheila Matte ZepernickMember And Director-$0--
Lee J MatherneDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Olsen Foundation
EIN
26-0423044
In Care Of
% CAPITAL SERVICES INC
Address
PO Box 1831, Austin, TX 78767

Signing Officer

Name
Richard G Zepernick Jr
Title
Manager
Phone
5047993170
Signed
2017-04-23
Discuss with paid preparer
Yes

Preparer

Firm
Southern Wealth Management LLP
Address
601 POYDRAS STREET SUITE 1855, NEW ORLEANS, LA 70130
Preparer
Katherine M Gibert
Phone
5047993170
Raw XML Appendix262 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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ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD G ZEPERNICK JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0MANAGER
ReturnHeader/BusinessOfficerGrp/PhoneNum05047993170
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-04-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Olsen Foundation
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O Capital Services Inc
ReturnHeader/Filer/BusinessNameControlTxt0OLSE
ReturnHeader/Filer/EIN0260423044
ReturnHeader/Filer/InCareOfNm0% CAPITAL SERVICES INC
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 1831
ReturnHeader/Filer/USAddress/CityNm0Austin
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078767
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0185877E794E3206383D336050A34BCD5F8B92A84
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0F98D7B2E1057FEE71225B16CB31802DCFAE5ED88
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId074386220171295000000
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-05-09
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt072.215.215.195
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Southern Wealth Management LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0601 POYDRAS STREET SUITE 1855
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW ORLEANS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0LA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd070130
ReturnHeader/PreparerPersonGrp/PhoneNum05047993170
ReturnHeader/PreparerPersonGrp/PreparationDt02017-04-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Katherine M Gibert
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-05-09T10:37:56-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$24,339
Liabilities
$0
Net assets
$24,339
Revenue
$3
Expenses
$1,097
Net income
-$1,094
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.17$0.00$0.17$0.00$0.01$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.19$0.00$0.19$0.00$0.01$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.20$0.00$0.20$0.00$0.00$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.20$0.00$0.20$0.00$0.00$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.20$0.00$0.20$0.00$0.00$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.20$0.00$0.20$0.00$0.04$0.03
2018Detailed filing. Detailed filing data is available for this year.$0.24$0.00$0.24$0.00$0.00$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.24$0.00$0.24$0.00$0.01$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.24$0.00$0.24$0.00$0.01$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.25$0.00$0.25$0.00$0.00$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.26$0.00$0.26$0.00$0.28$0.28
2013Detailed filing. Detailed filing data is available for this year.$0.54$0.00$0.54$1.00$1.00$0.00
2012Detailed filing. Detailed filing data is available for this year.$0.54$0.00$0.54$1.00
2011Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$1.02
2010Detailed filing. Detailed filing data is available for this year.$2.56$0.00$2.56$1.01