Civic Intelligence

Robert &Elizabeth Fergus Foundation

EIN 31-6087932 • Aspen, CO

Post Office Box 1515Aspen, CO 81612
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

39th percentile

0.00x

Higher debt load relative to assets than 39% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

59th percentile

0.08x

Higher debt load relative to revenue than 59% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Net Margin

6th percentile

-81%

Higher net margin than 6% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2024

Asset Growth

29th percentile

-2.5%

Faster asset growth than 29% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

85th percentile

82%

Faster revenue growth than 85% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Down

$2,754,684

Down $194,574 (-6.6%) from 2022

Liabilities

Up

$6,875

Up $6,875 from 2022

Net Assets

Down

$2,747,809

Down $201,449 (-6.8%) from 2022

Revenue

Up

$91,590

Up $258,038 (+155%) from 2022

Expenses

Down

$166,151

Down $94,475 (-36%) from 2022

Net Income

Up

-$74,561

Up $352,513 (+83%) from 2022

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $2,185,268Liabilities 2010: $0Net Assets 2010: $2,185,2682010Assets 2011: $2,158,080Liabilities 2011: $0Net Assets 2011: $2,158,0802011Assets 2012: $2,207,750Liabilities 2012: $0Net Assets 2012: $2,207,7502012Assets 2013: $2,312,630Liabilities 2013: $0Net Assets 2013: $2,312,6302013Assets 2014: $2,457,822Liabilities 2014: $0Net Assets 2014: $2,457,8222014Assets 2015: $2,417,826Liabilities 2015: $0Net Assets 2015: $2,417,8262015Assets 2016: $2,438,785Liabilities 2016: $0Net Assets 2016: $2,438,7852016Assets 2017: $2,504,411Liabilities 2017: $0Net Assets 2017: $2,504,4112017Assets 2018: $2,523,207Liabilities 2018: $450Net Assets 2018: $2,522,7572018Assets 2019: $2,902,810Liabilities 2019: $122,148Net Assets 2019: $2,780,6622019Assets 2020: $2,701,744Liabilities 2020: $0Net Assets 2020: $2,701,7442020Assets 2021: $3,405,201Liabilities 2021: $0Net Assets 2021: $3,405,2012021Assets 2022: $2,949,258Liabilities 2022: $0Net Assets 2022: $2,949,2582022Assets 2024: $2,754,684Liabilities 2024: $6,875Net Assets 2024: $2,747,8092024

Highlighted filing

2024

Assets$2,754,684
Liabilities$6,875
Net Assets$2,747,809

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KExpenses 2010: $132,5062010Expenses 2011: $145,4352011Expenses 2012: $150,3662012Revenue 2013: $263,182Expenses 2013: $156,214Net Income 2013: $106,9682013Revenue 2014: $318,316Expenses 2014: $168,092Net Income 2014: $150,2242014Revenue 2015: $145,171Expenses 2015: $180,384Net Income 2015: -$35,2132015Revenue 2016: $197,342Expenses 2016: $170,717Net Income 2016: $26,6252016Revenue 2017: $233,637Expenses 2017: $169,400Net Income 2017: $64,2372017Revenue 2018: $206,048Expenses 2018: $187,490Net Income 2018: $18,5582018Revenue 2019: $450,018Expenses 2019: $186,094Net Income 2019: $263,9242019Revenue 2020: $88,344Expenses 2020: $164,249Net Income 2020: -$75,9052020Revenue 2021: $892,249Expenses 2021: $182,895Net Income 2021: $709,3542021Revenue 2022: -$166,448Expenses 2022: $260,626Net Income 2022: -$427,0742022Revenue 2024: $91,590Expenses 2024: $166,151Net Income 2024: -$74,5612024

Highlighted filing

2024

Revenue$91,590
Expenses$166,151
Net Income-$74,561

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.75$0.01$2.75$0.09$0.17$0.07
2022Detailed filing. Detailed filing data is available for this year.$2.95$0.00$2.95$0.17$0.26$0.43
2021Detailed filing. Detailed filing data is available for this year.$3.41$0.00$3.41$0.89$0.18$0.71
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.70$0.00$2.70$0.09$0.16$0.08
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.90$0.12$2.78$0.45$0.19$0.26
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.52$0.00$2.52$0.21$0.19$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.50$0.00$2.50$0.23$0.17$0.06
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.44$0.00$2.44$0.20$0.17$0.03
2015Detailed filing. Detailed filing data is available for this year.$2.42$0.00$2.42$0.15$0.18$0.04
2014Detailed filing. Detailed filing data is available for this year.$2.46$0.00$2.46$0.32$0.17$0.15
2013Detailed filing. Detailed filing data is available for this year.$2.31$0.00$2.31$0.26$0.16$0.11
2012Detailed filing. Detailed filing data is available for this year.$2.21$0.00$2.21$0.15
2011Detailed filing. Detailed filing data is available for this year.$2.16$0.00$2.16$0.15
2010Detailed filing. Detailed filing data is available for this year.$2.19$0.00$2.19$0.13
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Oct 10, 2023
Return Version
2022v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ELIZABETH FERGUSCo-Trustee-$0--
CATHERINE GARBERCo-Trustee-$0--
SYLVIA FERGUSCo-Trustee-$0--
CORWIN FERGUSCo-Trustee-$0--
Filing and Contact Details

Filer

Filer Name
Robert &elizabeth Fergus Foundation
EIN
31-6087932
Phone
9709257716
Address
POST OFFICE BOX 1515, ASPEN, CO 81612

Signing Officer

Name
Elizabeth Fergus
Title
Co-trustee
Phone
9709257716
Signed
2023-10-10
Discuss with paid preparer
Yes

Preparer

Firm
James Daggs & Associates Pc
Address
350 MARKET STREET 311, BASALT, CO 81621
Preparer
James K Daggs CPA
Phone
9709254290
Raw XML AppendixShowing 400 of 907 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
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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt05787
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0BOND FUNDS 1537-3994
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1FIXED INCOME 1537-3994
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2FIXED INCOME 4725-9391
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3OTHER ASSETS 5380-5984
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt099569
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1131000
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt042877
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1510429
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2196447
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3874305
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0EQUITIES A/C 1537-3994
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1EQUITY FUNDS A/C 1537-3994
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2EXCHANGE TRADED FUNDS 1537-3994
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3EQUITIES A/C 5380-5984
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt032137
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt032137
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt02057
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt02057
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0220182
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0260626
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt065264
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0-166448
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0350 MARKET STREET STE 311
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd081621
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IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0JAMES DAGGS & ASSOCPC
IRS990PF/StatementsRegardingActyGrp/PhoneNum09709254290
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0WRITTEN REQUEST REQUIRED - NO SPECIAL FORMAT
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0ELIZABETH FERGUS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum09709257716
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0P O BOX 1515
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0ASPEN
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0CO
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd081612
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt35FRIENDS OF ART
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt55SACRED LANDS FILM PROJECT
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ASPEN PUBLIC RADIO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1ASPEN CENTER FOR ENVIROMENTAL STUDI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2EARTH JUSTICE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3DOCTORS WITHOUT BORDERS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4ASPEN VALLEY HOSPITAL FNDT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5ROCKY MOUNTAIN INSTITUTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6PITKIN COUNTY LIBRARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7CARNEIGE MELLON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8THEATERWORKS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9ADA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt10THE SCHOOL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt11BEECHWOOD SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt12PLANNED PARENTHOOD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt13KQED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt14POST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt15PALO ALTO ARTS CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt16ENVIRONMENTAL VOLUNTEERS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt17HUMANS RIGHT'S WATCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt18GLOBAL AIDS INTERFAITH ALLIANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt19CAL MATTERS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt20PRIMARY STAGES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt21BEYOND FISTULA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt22PALO ALTO COMMUNITY FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt23AMERICAN CIVIL LIBERTIES FNDT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt24BRAIN & BEHAVIOR RESEARCH FNDT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt25EQUAL JUSTICE INITIATIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt26EVERYTOWN FOR GUN SAFETY SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt27LITTLE TRAVERSE CONSERVANCY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt28METROPOLITAN MUSEUM OF ART
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt29NAMI NAT'L ALLIANCE ON MENTAL ILLNE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt30PLANNED PARENTHOOD FED OF AMERICA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt31RAIIN - RAPE ABUSE & INCEST NAT'L
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt32SIERRA CLUB FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt33SOUTHERN POVERTY LAW CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt34WELLESLEY COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt35WELLESLEY COLLEGE FRIENDS OF ART
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt36COLUMBUS MUSEUM OF ART
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt37WIKIMEDIA FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt38BALLETMET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt39MID-OHIO FOOD COLLECTIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt40HUCKLEBERRY HOUSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt41GERMAN VILLAGE SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt42WYSO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt43PROMUSICA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt44COLUMBUS METROPOLITAN LIBRARY FNDT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt45FREEDOM READS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt46MULTICULTURAL MUSIC FELLOWSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt47WHATCOM FILM ASSOCIATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt48CONSERVATION NORTHWEST

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