Civic Intelligence

Bill & VI Sigmund Foundation

990PF • Fiscal year 2017 • EIN 30-0002491

Jan 01, 2017 to Dec 31, 2017 • Filed on May 10, 2018

Organization Profile
PO Box 1128Jackson, MI 49204-1128

(517) 784-5464

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2017 filings • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

17th percentile

0.00x

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

2017 filings • $5M-$10M nonprofits • Source year 2017

Net Margin

16th percentile

-17%

Higher net margin than 16% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

34th percentile

$42,000

Higher top officer pay than 34% of similar nonprofits.

Top officer pay equals 5.5% of source-year revenue.

2017 filings • $5M-$10M nonprofits • Source year 2017

Asset Growth

27th percentile

-1.8%

Faster asset growth than 27% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

60th percentile

9.3%

Faster revenue growth than 60% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets17th percentile

Assets

Down

$6,953,577

Down $126,984 (-1.8%) from 2016

Net Assets

Down

$6,953,577

Down $126,984 (-1.8%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin16th percentile

Revenue

Up

$760,870

Up $64,959 (+9.3%) from 2016

Expenses

Up

$887,854

Up $243,390 (+38%) from 2016

Net Income

Down

-$126,984

Down $178,431 (-347%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

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

$10M$5.0M$0Assets 2011: $7,739,213Liabilities 2011: $0Net Assets 2011: $7,739,2132011Assets 2012: $7,411,360Liabilities 2012: $0Net Assets 2012: $7,411,3602012Assets 2013: $7,442,222Liabilities 2013: $0Net Assets 2013: $7,442,2222013Assets 2015: $7,029,114Liabilities 2015: $0Net Assets 2015: $7,029,1142015Assets 2016: $7,080,561Liabilities 2016: $0Net Assets 2016: $7,080,5612016Assets 2017: $6,953,577Liabilities 2017: $0Net Assets 2017: $6,953,5772017Assets 2018: $6,879,484Liabilities 2018: $0Net Assets 2018: $6,879,4842018Assets 2019: $7,130,972Liabilities 2019: $0Net Assets 2019: $7,130,9722019Assets 2020: $7,421,062Liabilities 2020: $0Net Assets 2020: $7,421,0622020Assets 2021: $8,024,580Liabilities 2021: $0Net Assets 2021: $8,024,5802021Assets 2022: $7,366,112Liabilities 2022: $0Net Assets 2022: $7,366,1122022

Highlighted filing

2017

Assets$6,953,577
Liabilities$0
Net Assets$6,953,577
Open 2017 Filing

Operations Trend

Revenue Growth60th percentile

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

$2.0M$1.0M$0-$1.0MExpenses 2011: $536,8472011Expenses 2012: $648,5142012Revenue 2013: $785,120Expenses 2013: $748,499Net Income 2013: $36,6212013Revenue 2015: $391,485Expenses 2015: $750,035Net Income 2015: -$358,5502015Revenue 2016: $695,911Expenses 2016: $644,464Net Income 2016: $51,4472016Revenue 2017: $760,870Expenses 2017: $887,854Net Income 2017: -$126,9842017Revenue 2018: $842,663Expenses 2018: $916,756Net Income 2018: -$74,0932018Revenue 2019: $1,273,201Expenses 2019: $1,021,713Net Income 2019: $251,4882019Revenue 2020: $1,202,691Expenses 2020: $912,601Net Income 2020: $290,0902020Revenue 2021: $1,632,322Expenses 2021: $1,028,804Net Income 2021: $603,5182021Revenue 2022: $409,702Expenses 2022: $1,068,170Net Income 2022: -$658,4682022

Highlighted filing

2017

Revenue$760,870
Expenses$887,854
Net Income-$126,984
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 10, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay34th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CAROLYN M PRATTSecretary-$42,000-$42,000
RALPH L BODMANPresident-$0--
-Director-$0--
JOHN MACCHIADirector-$0--
KENT MAUERDirector-$0--
CHRIS MCCLAFFERTYDirector-$0--
Filing and Contact Details

Filer

Filer Name
Bill & Vi Sigmund Foundation
EIN
30-0002491
Phone
5177845464
Address
PO BOX 1128, JACKSON, MI 49204-1128

Signing Officer

Name
Carolyn M Pratt
Title
Secretary
Phone
5177870505
Signed
2018-05-10
Discuss with paid preparer
Yes

Preparer

Firm
Schultz & Sonnenberg Pc
Address
3343 SPRING ARBOR ROAD STE 400, JACKSON, MI 49203
Preparer
John a Schultz
Phone
5177898185
Raw XML Appendix339 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/StockNm0SCHWAB - CORP. BONDS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1SCHWAB - EQUITY SECURITIES
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0RALPH L BODMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JOHN MACCHIA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2KENT MAUER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3CAROLYN M PRATT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4CHRIS MCCLAFFERTY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3DIRECTOR
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IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0CAROLYN M PRATT
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 1128
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0JACKSON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0492041128
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum08139384399
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0WWW.SIGMUNDFOUNDATION.ORG
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0APPLICATIONS SHALL BE MADE IN GRANT FORM, INCLUDE DESCRIPTION OF PROGRAM, FUNDING NEEDED AND COPY OF APPLICANTS 501(C)(3) LETTER.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0CAROLYN M PRATT
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum05177845464
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 1128
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0JACKSON
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0MI
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd049204
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0GIFTS, GRANTS AND AWARDS SHALL BE LIMITED TO PERSONS AND ORGANIZATIONS RESIDING IN JACKSON AND LENAWEE COUNTIES IN THE STATE OF MICHIGAN.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0APPLICATIONS FOR SCHOOL YEAR 2018/ 2019 MUST BE RECEIVED ON OR BEFORE APRIL 15, 2018.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0311000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1476762
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL FUND PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1TUITION, FEES AND BOOKS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0GRANTS DONATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0JACKSON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1JACKSON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd049203
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd149203
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0787762
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0662908
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0662908
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt087324
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0653451
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0155325
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt090714
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt090714
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01031092
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0134992
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt087324
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0653451
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0155325
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0797900
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0134992
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01121806
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0986814
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1POSTAGE & OFFICE EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2TELEPHONE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3TRAVEL
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt09653
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1113
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2372
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt09653
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1113
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2372
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt039749
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0DILLON & ASSOCIATES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt039749
TaxesSchedule/TaxesDetail/Amt07005
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt07005
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CAROLYN M PRATT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum05177870505
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BILL & VI SIGMUND FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BILL
ReturnHeader/Filer/EIN0300002491
ReturnHeader/Filer/PhoneNum05177845464
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1128
ReturnHeader/Filer/USAddress/CityNm0JACKSON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd0492041128
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DD88F3AA8074BB3C30EF4462118731E659459A65
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0DD88F3AA8074BB3C30EF4462118731E659459A65
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.247.12.121
ReturnHeader/FilingSecurityInformation/IPDt02018-05-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm009:31:35
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0382912625
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SCHULTZ & SONNENBERG PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03343 SPRING ARBOR ROAD STE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0JACKSON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd049203
ReturnHeader/PreparerPersonGrp/PhoneNum05177898185
ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN A SCHULTZ
ReturnHeader/ReturnTs02018-05-14T10:31:35-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,953,577
Liabilities
$0
Net assets
$6,953,577
Revenue
$760,870
Expenses
$887,854
Net income
-$126,984
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.37$0.00$7.37$0.41$1.07$0.66
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.02$0.00$8.02$1.63$1.03$0.60
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.42$0.00$7.42$1.20$0.91$0.29
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.13$0.00$7.13$1.27$1.02$0.25
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.88$0.00$6.88$0.84$0.92$0.07
2017Detailed filing. Detailed filing data is available for this year.$6.95$0.00$6.95$0.76$0.89$0.13
2016Detailed filing. Detailed filing data is available for this year.$7.08$0.00$7.08$0.70$0.64$0.05
2015Detailed filing. Detailed filing data is available for this year.$7.03$0.00$7.03$0.39$0.75$0.36
2013Detailed filing. Detailed filing data is available for this year.$7.44$0.00$7.44$0.79$0.75$0.04
2012Detailed filing. Detailed filing data is available for this year.$7.41$0.00$7.41$0.65
2011Detailed filing. Detailed filing data is available for this year.$7.74$0.00$7.74$0.54