Civic Intelligence

William and Lisa Ford Foundation

990PF • Fiscal year 2019 • EIN 38-3441138

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 09, 2020

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

22nd percentile

0.00x

Higher debt load relative to assets than 22% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

23rd percentile

0.00x

Higher debt load relative to revenue than 23% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Source year 2019

Net Margin

2nd percentile

-341%

Higher net margin than 2% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

30th percentile

$0

Higher top officer pay than 30% of similar nonprofits.

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

2019 filings • $5M-$10M nonprofits • Source year 2019

Asset Growth

6th percentile

-14%

Faster asset growth than 6% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

16th percentile

-21%

Faster revenue growth than 16% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Down

$9,337,870

Down $1,539,817 (-14%) from 2018

Net Assets

Down

$9,337,816

Down $1,539,494 (-14%) from 2018

Liabilities

Down

$54

Down $323 (-86%) from 2018

Revenue And Expenses
Liabilities / Revenue23rd percentileNet Margin2nd percentile

Revenue

Down

$451,538

Down $122,874 (-21%) from 2018

Expenses

Up

$1,991,032

Up $1,054,841 (+113%) from 2018

Net Income

Down

-$1,539,494

Down $1,177,715 (-326%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth6th 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

2019

Assets$9,337,870
Liabilities$54
Net Assets$9,337,816
Open 2019 Filing

Operations Trend

Revenue Growth16th 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

2019

Revenue$451,538
Expenses$1,991,032
Net Income-$1,539,494
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 9, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay30th 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
2020-11-09
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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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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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEE
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt015475
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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 2019, WILLIAM & LISA FORD FOUNDATION PAID $30,950 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/StockNm2719 SHS MARTIN MARIETTA MATERIALS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28125 SHS MEDICINES COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2989 SHS MOLINA HEALTHCARE, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30164 SHS POST HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3169 SHS QORVO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3243 SHS S&P GLOBAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33400 SHS SERVICEMASTER GLOBAL HOLDINGS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3415 SHS SHERWIN-WILLIAMS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3537 SHS SPLUNK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36174 SHS STERICYCLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37179 SHS TYSON FOODS INC CL A
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4885 SHS AMAZON COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49500 SHS APPLE COMPUTER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50350 SHS BECTON DICKINSON & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51700 SHS CATERPILLAR INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm521200 SHS CONOCOPHILLIPS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53500 SHS COSTCO WHOLESALE CORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59500 SHS DOLLAR GENERAL
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62250 SHS EDWARDS LIFESCIENCES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63400 SHS FACEBOOK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64400 SHS HOME DEPOT INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67200 SHS L3 HARRIS TECHNOLOGIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68500 SHS MCDONALDS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69400 SHS MEDTRONIC PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70800 SHS MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71100 SHS MOTOROLA SOLUTIONS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72350 SHS NEXTERA ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73300 SHS OLLIES BARGAIN OUTLET HOLDINGS, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74650 SHS PHILLIPS 66
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75500 SHS RAYTHEON COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76400 SHS SALESFORCE.COM, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77150 SHS SHERWIN-WILLIAMS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78600 SHS STRYKER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79100 SHS UNITED TECHNOLOGIES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm801500 SHS US BANCORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83400 SHS VULCAN MATERIALS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84800 SHS WASTE MANAGEMENT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85400 SHS ZOETIS INC
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt078682
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1308340
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt21066109
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3424914

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,337,870
Liabilities
$54
Net assets
$9,337,816
Revenue
$451,538
Expenses
$1,991,032
Net income
-$1,539,494
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