Civic Intelligence

Bill & VI Sigmund Foundation

990PF • Fiscal year 2019 • EIN 30-0002491

Jan 01, 2019 to Dec 31, 2019 • Filed on Sep 29, 2020

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

22nd percentile

0.00x

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

2019 filings • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

21st percentile

0.00x

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

2019 filings • $5M-$10M nonprofits • Source year 2019

Net Margin

74th percentile

20%

Higher net margin than 74% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

37th percentile

$47,500

Higher top officer pay than 37% of similar nonprofits.

Top officer pay equals 3.7% of source-year revenue.

2019 filings • $5M-$10M nonprofits • Source year 2019

Asset Growth

54th percentile

3.7%

Faster asset growth than 54% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

88th percentile

51%

Faster revenue growth than 88% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Up

$7,130,972

Up $251,488 (+3.7%) from 2018

Net Assets

Up

$7,130,972

Up $251,488 (+3.7%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin74th percentile

Revenue

Up

$1,273,201

Up $430,538 (+51%) from 2018

Expenses

Up

$1,021,713

Up $104,957 (+11%) from 2018

Net Income

Up

$251,488

Up $325,581 (+439%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth54th 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

2019

Assets$7,130,972
Liabilities$0
Net Assets$7,130,972
Open 2019 Filing

Operations Trend

Revenue Growth88th 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

2019

Revenue$1,273,201
Expenses$1,021,713
Net Income$251,488
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Sep 29, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay37th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CAROLYN M PRATTSecretary-$47,500-$47,500
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
2020-09-29

Preparer

Firm
Boswell Schultz Sonnenberg & Arnett Plc
Address
415 S JACKSON, JACKSON, MI 49201-2399
Preparer
John a Schultz CPA
Phone
5177968880
Raw XML Appendix341 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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IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
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 2019/ 2020 MUST BE RECEIVED ON OR BEFORE APRIL 15, 2019.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0318900
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1592991
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/TotalGrantOrContriPdDurYrAmt0911891
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/AppliedToCurrentYearAmt0733868
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0733868
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0156488
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0134992
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt087324
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0653451
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0653451
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0572568
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0193764
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0156488
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0134992
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt087324
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0927632
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0193764
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01226019
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01032255
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1POSTAGE & OFFICE EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2TELEPHONE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3TRAVEL
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4MI. ANNUAL REGISTRATION
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5DUES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6ADVERTISING
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt015251
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt130
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2460
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt020
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt03359
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt130
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2460
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt320
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt43765
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt58127
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt045361
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0DILLON & ASSOCIATES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt045361
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/PersonNm0CAROLYN M PRATT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum05177870505
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-09-29
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/AtSubmissionCreationDeviceId065899FFD55C6A1587A7CE2E3693C4CBC7FEB7432
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId065899FFD55C6A1587A7CE2E3693C4CBC7FEB7432
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt096.66.23.5
ReturnHeader/FilingSecurityInformation/IPDt02020-09-29
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm008:14:09
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0571225176
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BOSWELL SCHULTZ SONNENBERG & ARNETT PLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0415 S JACKSON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0JACKSON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0492012399
ReturnHeader/PreparerPersonGrp/PhoneNum05177968880
ReturnHeader/PreparerPersonGrp/PreparationDt02020-09-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN A SCHULTZ CPA
ReturnHeader/ReturnTs02020-09-29T08:14:09-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,130,972
Liabilities
$0
Net assets
$7,130,972
Revenue
$1,273,201
Expenses
$1,021,713
Net income
$251,488
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
2019Detailed filing. Detailed filing data is available for this year.$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
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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