Civic Intelligence

Robert &Elizabeth Fergus Foundation C/O Elizabeth Fergus

990PF • Fiscal year 2016 • EIN 31-6087932

Jan 01, 2016 to Dec 31, 2016 • Filed on Mar 26, 2017

Post Office Box 1515Aspen, CO 81612

(970) 925-7716

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Net Margin

72nd percentile

13%

Higher net margin than 72% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

51st percentile

0.9%

Faster asset growth than 51% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

85th percentile

36%

Faster revenue growth than 85% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Assets

Up

$2,438,785

Up $20,959 (+0.9%) from 2015

Net Assets

Up

$2,438,785

Up $20,959 (+0.9%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$197,342

Up $52,171 (+36%) from 2015

Expenses

Down

$170,717

Down $9,667 (-5.4%) from 2015

Net Income

Up

$26,625

Up $61,838 (+176%) from 2015

Historical Trend

Balance Sheet Trend

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

$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

2016

Assets$2,438,785
Liabilities$0
Net Assets$2,438,785

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2016

Revenue$197,342
Expenses$170,717
Net Income$26,625
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Mar 26, 2017
Return Version
2016v3.0
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
2017-03-26
Discuss with paid preparer
Yes

Preparer

Firm
James Daggs & Associates Pc
Address
715 W MAIN ST STE 101, ASPEN, CO 81611-1659
Preparer
James K Daggs
Phone
9709254290
Raw XML AppendixShowing 400 of 986 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/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0715 WEST MAIN STE 101
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IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0JAMES DAGGS & ASSOCPC
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0ELIZABETH FERGUS
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0P O BOX 1515
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd081612
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt71500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCHOLARSHIPS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt21FRIENDS OF ART
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt22UNRESTRICTED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt23CHICAGO DANCEMAKERS FUND
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0UNIVERSITY OF COLORADO FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1ASPEN PUBLIC RADIO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2ASPEN VALLEY LAND TRUST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3ROARING FORK OUTDOOR VOLUNTEERS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4WILDERNESS LAND TRUST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5EARTH JUSTICE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6GREAT OLD BROADS FOR WILDERNESS

Document Assets

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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
2016Detailed filing. Detailed filing data is available for this year.$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