Civic Intelligence

Paul and Carol Evanson Family Foundation

990PF • Fiscal year 2013 • EIN 26-0891008

Jan 01, 2013 to Dec 31, 2013 • Filed on May 05, 2014

Organization Profile
11696 Lost Tree Way33408

(561) 624-8760

Siviq Scores

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

Liabilities / Assets

20th percentile

0.00x

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

2013 filings • $5M-$10M nonprofits • Source year 2013

Liabilities / Revenue

23rd percentile

0.00x

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

2013 filings • $5M-$10M nonprofits • Source year 2013

Net Margin

1st percentile

-1646%

Higher net margin than 1% of similar nonprofits.

2013 filings • $5M-$10M nonprofits • Source year 2013

Top Officer Pay

32nd percentile

$0

Higher top officer pay than 32% of similar nonprofits.

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

2013 filings • $5M-$10M nonprofits • Source year 2013

Asset Growth

14th percentile

-5.8%

Faster asset growth than 14% of similar nonprofits.

2013 filings • $5M-$10M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets20th percentile

Assets

Down

$5,774,147

Down $353,880 (-5.8%) from 2012

Net Assets

Down

$5,774,147

Down $353,880 (-5.8%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue23rd percentileNet Margin1st percentile

Revenue

$21,501

No earlier filing loaded for comparison.

Expenses

Down

$375,381

Down $492,461 (-57%) from 2012

Net Income

-$353,880

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth14th percentile

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

$10M$5.0M$0Assets 2012: $6,128,027Liabilities 2012: $0Net Assets 2012: $6,128,0272012Assets 2013: $5,774,147Liabilities 2013: $0Net Assets 2013: $5,774,1472013Assets 2014: $6,997,522Liabilities 2014: $0Net Assets 2014: $6,997,5222014Assets 2015: $7,975,642Liabilities 2015: $0Net Assets 2015: $7,975,6422015Assets 2016: $7,280,662Liabilities 2016: $0Net Assets 2016: $7,280,6622016Assets 2018: $7,461,161Liabilities 2018: $0Net Assets 2018: $7,461,1612018Assets 2019: $7,420,100Liabilities 2019: $0Net Assets 2019: $7,420,1002019Assets 2020: $7,619,101Liabilities 2020: $0Net Assets 2020: $7,619,1012020Assets 2021: $7,541,415Liabilities 2021: $0Net Assets 2021: $7,541,4152021Assets 2022: $7,372,137Liabilities 2022: $0Net Assets 2022: $7,372,1372022Assets 2023: $8,696,424Liabilities 2023: $0Net Assets 2023: $8,696,4242023Assets 2024: $8,528,494Liabilities 2024: $0Net Assets 2024: $8,528,4942024

Highlighted filing

2013

Assets$5,774,147
Liabilities$0
Net Assets$5,774,147
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2012: $867,8422012Revenue 2013: $21,501Expenses 2013: $375,381Net Income 2013: -$353,8802013Revenue 2014: $634,214Expenses 2014: $178,162Net Income 2014: $456,0522014Revenue 2015: $1,420,964Expenses 2015: $442,844Net Income 2015: $978,1202015Revenue 2016: $387,939Expenses 2016: $915,493Net Income 2016: -$527,5542016Revenue 2018: $85,807Expenses 2018: $142,898Net Income 2018: -$57,0912018Revenue 2019: $207,678Expenses 2019: $263,800Net Income 2019: -$56,1222019Revenue 2020: $617,823Expenses 2020: $411,178Net Income 2020: $206,6452020Revenue 2021: $35,419Expenses 2021: $316,333Net Income 2021: -$280,9142021Revenue 2022: $352,556Expenses 2022: $641,654Net Income 2022: -$289,0982022Revenue 2023: $2,148,932Expenses 2023: $654,239Net Income 2023: $1,494,6932023Revenue 2024: $828,212Expenses 2024: $745,295Net Income 2024: $82,9172024

Highlighted filing

2013

Revenue$21,501
Expenses$375,381
Net Income-$353,880
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 5, 2014
Return Version
2013v3.0
Compensation and Service Providers
Top Officer Pay32nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PAUL J EVANSONPresident-$0--
LISA J WASHBURNTreasurer-$0--
CAROL L EVANSONVice President And Secreta-$0--
MICHAEL ROSMARINAssistant Treasurer-$0--
Filing and Contact Details

Filer

EIN
26-0891008
Phone
5616248760

Signing Officer

Name
Paul Evanson
Title
President
Phone
5616248760
Signed
2014-05-05
Discuss with paid preparer
Yes

Preparer

Preparer
Michael Rosmarin
Phone
2038401616
Raw XML Appendix350 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0PNC BANK, NA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt01244299
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0PNC BANK, NA
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0PAUL J EVANSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1LISA J WASHBURN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2CAROL L EVANSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3MICHAEL ROSMARIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2VICE PRESIDENT AND SECRETA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3ASSISTANT TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1011696 LOST TREE WAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1111696 LOST TREE WAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1211696 LOST TREE WAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1311696 LOST TREE WAY
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IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0PAUL J EVANSON
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1011696 LOST TREE WAY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/City0N PALM BEACH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/State0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode033408
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0FL
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd1DE
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum05616248760
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/ContributingManagerNm0PAUL J EVANSON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt115000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2250000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO ESTABLISH THE PAUL J EVANSON PROFESSORSHIP IN THE FACULTY OF LAW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL SUPPORTGENERAL SUPPORTGENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine10COLUMBIA LAW SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine11LOST TREE VILLAGE CHARITABLE FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine12WESTMORELAND MUSEUM OF AMERICAN ART
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0OTHER PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1OTHER PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2OTHER PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine10435 W 116TH ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1111555 LOST TREE WAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine12221 NORTH MAIN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City1NORTH PALM BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City2GREENSBURG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State1FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State2PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode010025
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode133408
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode215601
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0365000
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/AppliedToCurrentYearAmt0337362
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0337362
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0519243
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0482035
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0389907
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0903185
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt049346
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt049346
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02322008
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt027638
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0519243
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0482035
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0389907
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0903185
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0365000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt027638
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02371354
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02343716
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0PNC BANK-AGENCY FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt05848
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt05848
TaxesSchedule/TaxesDetail/Amt02160
TaxesSchedule/TaxesDetail/Amt12373
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX PAID
TaxesSchedule/TaxesDetail/CategoryTxt1UNITED STATES TREASURY
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt02160
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PAUL EVANSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05616248760
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-05-05
ReturnHeader/Filer/BusinessName/BusinessNameLine10PAUL AND CAROL EVANSON FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PAUL
ReturnHeader/Filer/EIN0260891008
ReturnHeader/Filer/PhoneNum05616248760
ReturnHeader/Filer/USAddress/AddressLine1011696 LOST TREE WAY
ReturnHeader/Filer/USAddress/City0N PALM BEACH
ReturnHeader/Filer/USAddress/State0FL
ReturnHeader/Filer/USAddress/ZIPCode033408
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0061214804
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10MICHAEL ROSMARIN & COMPANY LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1025 NEW CANAAN AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0NORWALK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode006851
ReturnHeader/PreparerPersonGrp/PhoneNum02038401616
ReturnHeader/PreparerPersonGrp/PreparationDt02014-05-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL ROSMARIN
ReturnHeader/ReturnTs02014-05-12T13:51:06-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,774,147
Liabilities
$0
Net assets
$5,774,147
Revenue
$21,501
Expenses
$375,381
Net income
-$353,880
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.53$0.00$8.53$0.83$0.75$0.08
2023Detailed filing. Detailed filing data is available for this year.$8.70$0.00$8.70$2.15$0.65$1.49
2022Detailed filing. Detailed filing data is available for this year.$7.37$0.00$7.37$0.35$0.64$0.29
2021Detailed filing. Detailed filing data is available for this year.$7.54$0.00$7.54$0.04$0.32$0.28
2020Detailed filing. Detailed filing data is available for this year.$7.62$0.00$7.62$0.62$0.41$0.21
2019Detailed filing. Detailed filing data is available for this year.$7.42$0.00$7.42$0.21$0.26$0.06
2018Detailed filing. Detailed filing data is available for this year.$7.46$0.00$7.46$0.09$0.14$0.06
2016Detailed filing. Detailed filing data is available for this year.$7.28$0.00$7.28$0.39$0.92$0.53
2015Detailed filing. Detailed filing data is available for this year.$7.98$0.00$7.98$1.42$0.44$0.98
2014Detailed filing. Detailed filing data is available for this year.$7.00$0.00$7.00$0.63$0.18$0.46
2013Detailed filing. Detailed filing data is available for this year.$5.77$0.00$5.77$0.02$0.38$0.35
2012Detailed filing. Detailed filing data is available for this year.$6.13$0.00$6.13$0.87