Civic Intelligence

William and Lisa Ford Foundation

990PF • Fiscal year 2018 • EIN 38-3441138

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 08, 2019

Organization Profile
1901 St Antoine Street 6th FloorDetroit, MI 48226

(313) 259-7777

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

Higher debt load relative to assets than 14% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

14th percentile

0.00x

Higher debt load relative to revenue than 14% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Source year 2018

Net Margin

6th percentile

-63%

Higher net margin than 6% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Source year 2018

Top Officer Pay

20th percentile

$0

Higher top officer pay than 20% of similar nonprofits.

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

2018 filings • $10M-$25M nonprofits • Source year 2018

Asset Growth

26th percentile

-3.2%

Faster asset growth than 26% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Annualized from 2017 to 2018

Revenue Growth

95th percentile

146%

Faster revenue growth than 95% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets14th percentile

Assets

Down

$10,877,687

Down $363,180 (-3.2%) from 2017

Net Assets

Down

$10,877,310

Down $361,779 (-3.2%) from 2017

Liabilities

Down

$377

Down $1,401 (-79%) from 2017

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin6th percentile

Revenue

Up

$574,412

Up $341,384 (+146%) from 2017

Expenses

Up

$936,191

Up $46,054 (+5.2%) from 2017

Net Income

Up

-$361,779

Up $295,330 (+45%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth26th percentile

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

$15M$10M$5.0M$0Assets 2010: $9,394,086Liabilities 2010: $2,477Net Assets 2010: $9,391,6092010Assets 2011: $9,637,690Liabilities 2011: $12011Assets 2012: $9,168,726Liabilities 2012: $586Net Assets 2012: $9,168,1402012Assets 2013: $11,117,482Liabilities 2013: $604Net Assets 2013: $11,116,8782013Assets 2014: $12,981,486Liabilities 2014: $1Net Assets 2014: $12,981,4862014Assets 2015: $12,643,498Liabilities 2015: $1Net Assets 2015: $12,643,4982015Assets 2016: $11,896,198Liabilities 2016: $0Net Assets 2016: $11,896,1982016Assets 2017: $11,240,867Liabilities 2017: $1,778Net Assets 2017: $11,239,0892017Assets 2018: $10,877,687Liabilities 2018: $377Net Assets 2018: $10,877,3102018Assets 2019: $9,337,870Liabilities 2019: $54Net Assets 2019: $9,337,8162019Assets 2020: $8,784,785Liabilities 2020: $759Net Assets 2020: $8,784,0262020Assets 2021: $10,545,961Liabilities 2021: $1Net Assets 2021: $10,545,9612021Assets 2022: $7,848,338Liabilities 2022: $1Net Assets 2022: $7,848,3382022Assets 2023: $7,600,294Liabilities 2023: $1Net Assets 2023: $7,600,2942023Assets 2024: $7,403,699Liabilities 2024: $0Net Assets 2024: $7,403,6992024

Highlighted filing

2018

Assets$10,877,687
Liabilities$377
Net Assets$10,877,310
Open 2018 Filing

Operations Trend

Revenue Growth95th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$4.0M$2.0M$0-$2.0M-$4.0MExpenses 2010: $475,0592010Revenue 2011: $953,151Expenses 2011: $707,070Net Income 2011: $246,0812011Expenses 2012: $935,1192012Revenue 2013: $2,881,765Expenses 2013: $933,027Net Income 2013: $1,948,7382013Revenue 2014: $3,351,049Expenses 2014: $1,486,441Net Income 2014: $1,864,6082014Revenue 2015: $182,685Expenses 2015: $520,673Net Income 2015: -$337,9882015Revenue 2016: $638,929Expenses 2016: $1,386,229Net Income 2016: -$747,3002016Revenue 2017: $233,028Expenses 2017: $890,137Net Income 2017: -$657,1092017Revenue 2018: $574,412Expenses 2018: $936,191Net Income 2018: -$361,7792018Revenue 2019: $451,538Expenses 2019: $1,991,032Net Income 2019: -$1,539,4942019Revenue 2020: $525,890Expenses 2020: $1,079,680Net Income 2020: -$553,7902020Revenue 2021: $3,066,792Expenses 2021: $1,306,728Net Income 2021: $1,760,0642021Revenue 2022: -$1,431,949Expenses 2022: $1,265,674Net Income 2022: -$2,697,6232022Revenue 2023: -$93,540Expenses 2023: $154,504Net Income 2023: -$248,0442023Revenue 2024: -$35,479Expenses 2024: $161,116Net Income 2024: -$196,5952024

Highlighted filing

2018

Revenue$574,412
Expenses$936,191
Net Income-$361,779
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 8, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay20th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM CLAY FORD JRPresident/Director-$0--
LISA V FORDVice President/Director-$0--
DAVID P LARSENSecretary-$0--
THOMAS J MOTSCHALLTreasurer-$0--
ELEANOR FORD COBBDirector-$0--
Filing and Contact Details

Filer

Filer Name
William & Lisa Ford Foundation
EIN
38-3441138
Phone
3132597777
Address
1901 ST ANTOINE STREET 6TH FLOOR, DETROIT, MI 48226

Signing Officer

Name
William C Ford Jr
Title
President
Phone
3132597777
Signed
2019-11-08
Discuss with paid preparer
Yes

Preparer

Firm
Ford Estates LLC
Address
2000 BRUSH STREET SUITE 440, DETROIT, MI 48226-2251
Preparer
Rosalba Blandino
Phone
3139610500
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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEE
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt015725
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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0PART VII-B, QUESTION 1A(3)
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc1PART VII-B, QUESTION 1A(4)
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0SERVICES ACCEPTED FROM A DISQUALIFIED PERSON
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt1COMPENSATION PAID TO A DISQUALIFIED PERSON
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0FORD ESTATES, LLC (2000 BRUSH ST., SUITE 440, DETROIT, MICHIGAN 48226-2251), IS A BUSINESS OFFICE MAINTAINED FOR, AND AT THE EXPENSE OF, VARIOUS MEMBERS OF THE FORD FAMILY WHO, WITH RESPECT TO THIS FUND, ARE "DISQUALIFIED PERSONS", INCLUDING PARTICULARLY WILLIAM CLAY FORD, JR., LISA V. FORD AND ELEANOR FORD COBB.FORD ESTATES, LLC SUPPLIES ACCOUNTING SERVICES AND OFFICE SERVICES (COLLECTING INCOME, DISTRIBUTION OF CONTRIBUTIONS, MAINTENANCE OF ACCOUNTS AND RECORDS, HANDLING CORRESPONDENCE, PREPARATION OF TAX RETURNS AND ANNUAL REPORTS, AND SIMILAR MATTERS) PERTAINING TO THE OFFICE OF TREASURER. SUCH SERVICES ARE PERFORMED BY THOMAS J. MOTSCHALL (TREASURER),AND BY OTHERS IN FORD ESTATES, LLC UNDER HIS SUPERVISION. NO COMPENSATION IS PAID BY THE WILLIAM & LISA FORD FOUNDATION DIRECTLY TO THOMAS J. MOSTCHALL AS COMPENSATION FOR SERVICES IN ANY OF THE CAPACITIES LISTED ABOVE OR OTHERWISE. DURING 2018, WILLIAM & LISA FORD FOUNDATION PAID $31,450 TO FORD ESTATES, LLC FOR FEES (AND EXPENSES) FOR THE SERVICES REFERRED TO IN THIS PARAGRAPH.
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt1DAVID P. LARSEN (SECRETARY) IS A PARTNER IN THE LAW FIRM OF BODMAN PLC, 1901 ST. ANTOINE STREET, 6TH FLOOR, DETROIT, MICHIGAN 48226, WHICH FIRM ACTS AS THE ATTORNEYS FOR THE WILLIAM & LISA FORD FOUNDATION. MR. LARSEN IS THE PERSON IN THE FIRM PRINCIPALLY CONCERNED WITH SUCH LEGAL SERVICES TO THE FUND, BUT OTHERS IN THE FIRM ALSO RENDER LEGAL SERVICES TO THE FUND UNDER HIS SUPERVISION. THE TIME SPENT BY MR. LARSEN STRICTLY IN THE LISTED OFFICIAL CAPACITIES CANNOT READILY BE SEPARATED FROM THAT SPENT IN PERFORMING THE LEGAL SERVICES REFERRED TO. DURING 2018, THE WILLIAM & LISA FORD FOUNDATION PAID $1,977 TO SAID ATTORNEY FOR FEES (AND EXPENSES) FOR THE SERVICES REFERRED TO IN THIS PARAGRAPH.
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8517108
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2131 SHS ALEXION PHARMACEUTICALS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm378 SHS ANTHEM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm476 SHS AON CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm511 SHS AUTOZONE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6140 SHS BALL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7740 SHS BLACKBERRY LTD CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8523 SHS CHEMOURS COMPANY
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17227 SHS HD SUPPLY HOLDINGS INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19320 SHS HUNTSMAN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20191 SHS INTERCONTINENTAL EXCHANGE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21204 SHS INTREXON CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2242 SHS LABORATORY CRP OF AMER HLDGS
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2481 SHS MARTIN MARIETTA MATERIALS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25304 SHS MASCO CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26177 SHS MEDICINES COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2755 SHS MOLINA HEALTHCARE, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28110 SHS POST HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29151 SHS QORVO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3059 SHS S&P GLOBAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31209 SHS SERVICEMASTER GLOBAL HOLDINGS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3219 SHS SHERWIN-WILLIAMS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33177 SHS TYSON FOODS INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34578 SHS UNIVAR INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35319 SHS VERSUM MATERIALS, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36122 SHS VISTEON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37318 SHS WESTERN DIGITAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38151 SHS WR GRACE & COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39487 SHS WYNDHAM DESTINATIONS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40217 SHS WYNDHAM HOTELS & RESORTS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm412252 SHS ZNGA
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43319 SHS NVENT ELECTRIC PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44150 SHS SMITH & NEPHEW PLC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47100 SHS ALPHABET INC CL C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48100 SHS AMAZON COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49600 SHS APPLE COMPUTER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50350 SHS BECTON DICKINSON & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51100 SHS BERKSHIRE HATHAWAY INC CL B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52200 SHS BOEING CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53800 SHS CATERPILLAR INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54350 SHS CHENIERE ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55600 SHS CISCO SYSTEMS INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57400 SHS CONTINENTAL RESOURCES INC/OK
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59100 SHS DEERE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm601000 SHS DISNEY WALT CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61250 SHS EDWARDS LIFESCIENCES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62400 SHS FACEBOOK
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64750 SHS HONEYWELL INTERNATIONAL INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66200 SHS JPMORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67150 SHS LILLY ELI & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68500 SHS MCDONALDS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69400 SHS MEDTRONIC PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm701000 SHS MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71200 SHS NETFLIX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72150 SHS PALO ALTO NETWORKS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73650 SHS PHILLIPS 66
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74700 SHS PIONEER NATURAL RESOURCES CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75500 SHS RAYTHEON COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76300 SHS SALESFORCE.COM, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77175 SHS SHERWIN-WILLIAMS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78750 SHS STRYKER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm791000 SHS SUNTRUST BANKS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80350 SHS UNITEDHEALTH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm812100 SHS US BANCORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm821000 SHS VISA INC - CLASS A SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83200 SHS VULCAN MATERIALS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm841000 SHS WASTE MANAGEMENT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85200 SHS ZOETIS INC
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IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt0692
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt01977
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IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0502546
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt061285
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt066994
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0936191
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0574412

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,877,687
Liabilities
$377
Net assets
$10,877,310
Revenue
$574,412
Expenses
$936,191
Net income
-$361,779
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.40$0.00$7.40$0.04$0.16$0.20
2023Detailed filing. Detailed filing data is available for this year.$7.60$0.00$7.60$0.09$0.15$0.25
2022Detailed filing. Detailed filing data is available for this year.$7.85$0.00$7.85$1.43$1.27$2.70
2021Detailed filing. Detailed filing data is available for this year.$10.5$0.00$10.5$3.07$1.31$1.76
2020Detailed filing. Detailed filing data is available for this year.$8.78$0.00$8.78$0.53$1.08$0.55
2019Detailed filing. Detailed filing data is available for this year.$9.34$0.00$9.34$0.45$1.99$1.54
2018Detailed filing. Detailed filing data is available for this year.$10.9$0.00$10.9$0.57$0.94$0.36
2017Detailed filing. Detailed filing data is available for this year.$11.2$0.00$11.2$0.23$0.89$0.66
2016Detailed filing. Detailed filing data is available for this year.$11.9$0.00$11.9$0.64$1.39$0.75
2015Detailed filing. Detailed filing data is available for this year.$12.6$0.00$12.6$0.18$0.52$0.34
2014Detailed filing. Detailed filing data is available for this year.$13.0$0.00$13.0$3.35$1.49$1.86
2013Detailed filing. Detailed filing data is available for this year.$11.1$0.00$11.1$2.88$0.93$1.95
2012Detailed filing. Detailed filing data is available for this year.$9.17$0.00$9.17$0.94
2011Summary only. Only limited summary data is available for this year.$9.64$0.00$0.95$0.71$0.25
2010Detailed filing. Detailed filing data is available for this year.$9.39$0.00$9.39$0.48