Civic Intelligence

The Olsen Foundation

990PF • Fiscal year 2018 • EIN 26-0423044

Jan 01, 2018 to Dec 31, 2018 • Filed on Feb 22, 2019

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

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

10th percentile

-49%

Higher net margin than 10% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

45th percentile

-0.6%

Faster asset growth than 45% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

97th percentile

247%

Faster revenue growth than 97% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$23,735

Down $149 (-0.6%) from 2017

Net Assets

Down

$23,735

Down $149 (-0.6%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin10th percentile

Revenue

Up

$305

Up $217 (+247%) from 2017

Expenses

Down

$454

Down $89 (-16%) from 2017

Net Income

Up

-$149

Up $306 (+67%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth45th 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

2018

Assets$23,735
Liabilities$0
Net Assets$23,735
Open 2018 Filing

Operations Trend

Revenue Growth97th 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

2018

Revenue$305
Expenses$454
Net Income-$149
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Feb 22, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay77th 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
2019-02-22
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
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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/BuildTS02019-02-21 02:37:17Z
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ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId074386220191265000000
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-05-06
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/PreparationDt02019-02-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Katherine M Gibert
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-05-06T12:00:17-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$23,735
Liabilities
$0
Net assets
$23,735
Revenue
$305
Expenses
$454
Net income
-$149
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