Civic Intelligence

Bill & VI Sigmund Foundation

990PF • Fiscal year 2021 • EIN 30-0002491

Jan 01, 2021 to Dec 31, 2021 • Filed on Aug 08, 2022

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

24th percentile

0.00x

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

2021 filings • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

23rd percentile

0.00x

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

2021 filings • $5M-$10M nonprofits • Source year 2021

Net Margin

75th percentile

37%

Higher net margin than 75% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

42nd percentile

$60,000

Higher top officer pay than 42% of similar nonprofits.

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

2021 filings • $5M-$10M nonprofits • Source year 2021

Asset Growth

51st percentile

8.1%

Faster asset growth than 51% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

67th percentile

36%

Faster revenue growth than 67% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$8,024,580

Up $603,518 (+8.1%) from 2020

Net Assets

Up

$8,024,580

Up $603,518 (+8.1%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue23rd percentileNet Margin75th percentile

Revenue

Up

$1,632,322

Up $429,631 (+36%) from 2020

Expenses

Up

$1,028,804

Up $116,203 (+13%) from 2020

Net Income

Up

$603,518

Up $313,428 (+108%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth51st 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

2021

Assets$8,024,580
Liabilities$0
Net Assets$8,024,580
Open 2021 Filing

Operations Trend

Revenue Growth67th 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

2021

Revenue$1,632,322
Expenses$1,028,804
Net Income$603,518
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Aug 8, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay42nd 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
2022-08-08

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 Appendix305 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.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt01275
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01275
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0CHARLES SCWHAB
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt01003893
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt02384013
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt0PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt01380120
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt01012437
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt16053174
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0983063
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt120624091
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0SCHWAB - CORP. BONDS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1SCHWAB - EQUITY SECURITIES
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/RelatedOrExemptFunctionIncmAmt0221770
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt01380120
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt030432
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt01632322
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01632322
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01275
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01275
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt060000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0899399
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0899399
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0221770
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0221770
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0603518
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt02384013
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt030432
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt030432
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt01380120
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0182797
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt06857
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt06857
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt054542
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt054542
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt06731
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt06731
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0899399
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt069405
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01028804
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0252202
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01632322
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt069405
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0129405
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0603518
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt08024580
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt07421062
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt08024580
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0376775
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0376775
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0376775
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0379316
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt02541
IRS990PF/DistributableAmountGrp/TotalTaxAmt02541
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt060
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02541
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt02541
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02541
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt02601
IRS990PF/FMVAssetsEOYAmt022566123
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt04802450
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt04802450
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt01006619
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt01006619
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0199070
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0193217
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0193217
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt06870371
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt07065611
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt021607154
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt01611993
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt02215511
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0351621
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0765752
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0765752
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt07421062
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt08024580
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt022566123
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt07421062
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt08024580
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt07421062
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt08024580
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt07701840
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0733848
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt06967992
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0115528
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0379316
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt07586312
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt07701840
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt5000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt0JEFF DILLON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt460000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0RALPH L BODMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JOHN MACCHIA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2KENT MAUER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3CAROLYN PRATT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4CHRIS MCCLAFFERTY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0705 ILLINOIS CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1PO BOX 1347
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2128 FLAMINGO AVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt32153 NOON RD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt44876 WOODLANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt51628 N DADE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0TECUMSEH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1JACKSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2NAPLES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3JACKSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4JACKSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm5JACKSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1MI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3MI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4MI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd5MI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd049286
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd149204
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd234108
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd349201
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd449203
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd549203
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0899399
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0899399
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
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 2021/ 2022 MUST BE RECEIVED ON OR BEFORE APRIL 15, 2022.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0703899
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1195500
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/TotalGrantOrContriPdDurYrAmt0899399
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/AppliedToCurrentYearAmt0376775
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0376775
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0445808
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0193764
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0156488
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0134992
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01453676
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0522624
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0445808
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0193764
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0156488
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0134992
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0899399
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0522624
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01453676
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0931052
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1POSTAGE & OFFICE EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2MI. ANNUAL REGISTRATION
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt06837
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt120
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt06837
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt120
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt054542
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0DILLON & ASSOCIATES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt054542
TaxesSchedule/TaxesDetail/Amt02797
TaxesSchedule/TaxesDetail/Amt13934
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt02797
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt13934
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0CAROLYN PRATT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum05177845464
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-08-08
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/PreparationDt02022-08-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TODD R SONNENBERG CPA
ReturnHeader/ReturnTs02022-08-08T12:52:28-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CAROLYN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0PRATT
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,024,580
Liabilities
$0
Net assets
$8,024,580
Revenue
$1,632,322
Expenses
$1,028,804
Net income
$603,518
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
2021Detailed filing. Detailed filing data is available for this year.$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
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