Civic Intelligence

Bill & VI Sigmund Foundation

990PF • Fiscal year 2020 • EIN 30-0002491

Jan 01, 2020 to Dec 31, 2020 • Filed on Sep 14, 2021

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

23rd percentile

0.00x

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

2020 filings • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

21st percentile

0.00x

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

2020 filings • $5M-$10M nonprofits • Source year 2020

Net Margin

76th percentile

24%

Higher net margin than 76% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

41st percentile

$60,000

Higher top officer pay than 41% of similar nonprofits.

Top officer pay equals 5.0% of source-year revenue.

2020 filings • $5M-$10M nonprofits • Source year 2020

Asset Growth

50th percentile

4.1%

Faster asset growth than 50% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

39th percentile

-5.5%

Faster revenue growth than 39% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Up

$7,421,062

Up $290,090 (+4.1%) from 2019

Net Assets

Up

$7,421,062

Up $290,090 (+4.1%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin76th percentile

Revenue

Down

$1,202,691

Down $70,510 (-5.5%) from 2019

Expenses

Down

$912,601

Down $109,112 (-11%) from 2019

Net Income

Up

$290,090

Up $38,602 (+15%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth50th 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

2020

Assets$7,421,062
Liabilities$0
Net Assets$7,421,062
Open 2020 Filing

Operations Trend

Revenue Growth39th 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

2020

Revenue$1,202,691
Expenses$912,601
Net Income$290,090
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Sep 14, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CAROLYN PRATTSecretary-$60,000-$60,000
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 Pratt
Title
Secretary
Phone
5177845464
Signed
2021-09-14

Preparer

Firm
Boswell Schultz Sonnenberg & Arnett Plc
Address
415 S JACKSON ST, JACKSON, MI 49201-2399
Preparer
Todd R Sonnenberg CPA
Phone
5177968880
Raw XML Appendix309 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/PersonNm3CAROLYN PRATT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4CHRIS MCCLAFFERTY
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4SECRETARY
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IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
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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 2020/ 2021 MUST BE RECEIVED ON OR BEFORE APRIL 15, 2021.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0225500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1568028
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/TotalGrantOrContriPdDurYrAmt0793528
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/AppliedToCurrentYearAmt0355693
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0355693
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0193764
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0156488
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0134992
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt087324
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt087324
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0931052
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0445808
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0193764
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0156488
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0134992
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0801501
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0445808
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01018376
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0572568
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1POSTAGE & OFFICE EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2TRAVEL
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3MI. ANNUAL REGISTRATION
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt07254
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1719
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt020
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt07254
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1719
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt220
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt048444
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0DILLON & ASSOCIATES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt048444
TaxesSchedule/TaxesDetail/Amt01436
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01436
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0CAROLYN PRATT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum05177845464
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-09-14
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/PreparerFirmGrp/PreparerFirmEIN0571225176
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BOSWELL SCHULTZ SONNENBERG & ARNETT PLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0415 S JACKSON ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0JACKSON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0492012399
ReturnHeader/PreparerPersonGrp/PhoneNum05177968880
ReturnHeader/PreparerPersonGrp/PreparationDt02021-10-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TODD R SONNENBERG CPA
ReturnHeader/ReturnTs02021-10-01T08:29:48-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CAROLYN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0PRATT
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,421,062
Liabilities
$0
Net assets
$7,421,062
Revenue
$1,202,691
Expenses
$912,601
Net income
$290,090
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
2020Detailed filing. Detailed filing data is available for this year.$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
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