Civic Intelligence

John D & Mary E Waterman Charitable Foundation Inc

990PF • Fiscal year 2020 • EIN 39-1869630

Jan 01, 2020 to Dec 31, 2020 • Filed on Apr 29, 2021

Organization Profile
33 E Main St Ste 400Madison, WI 53703

(608) 257-0945

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

Higher debt load relative to assets than 58% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

58th percentile

0.00x

Higher debt load relative to revenue than 58% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

4th percentile

-461%

Higher net margin than 4% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

9th percentile

-46%

Faster asset growth than 9% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

87th percentile

44%

Faster revenue growth than 87% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$70,034

Down $60,545 (-46%) from 2019

Net Assets

$70,034

No earlier filing loaded for comparison.

Liabilities

Up

$1

Up $1 from 2019

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin4th percentile

Revenue

Up

$13,122

Up $3,990 (+44%) from 2019

Expenses

Up

$73,667

Up $61,948 (+529%) from 2019

Net Income

Down

-$60,545

Down $57,958 (-2240%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth9th percentile

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

$150K$100K$50K$0Assets 2011: $113,884Liabilities 2011: $02011Assets 2012: $109,447Liabilities 2012: $02012Assets 2013: $110,160Liabilities 2013: $02013Assets 2014: $122,298Liabilities 2014: $02014Assets 2015: $117,637Liabilities 2015: $02015Assets 2019: $130,579Liabilities 2019: $02019Assets 2020: $70,034Liabilities 2020: $1Net Assets 2020: $70,0342020

Highlighted filing

2020

Assets$70,034
Liabilities$1
Net Assets$70,034
Open 2020 Filing

Operations Trend

Revenue Growth87th percentile

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

$100K$50K$0-$50K-$100KRevenue 2011: $85,258Expenses 2011: $3,892Net Income 2011: $81,3662011Revenue 2012: $3,191Expenses 2012: $7,628Net Income 2012: -$4,4372012Revenue 2013: $10,068Expenses 2013: $9,355Net Income 2013: $7132013Revenue 2014: $20,316Expenses 2014: $8,178Net Income 2014: $12,1382014Revenue 2015: $5,113Expenses 2015: $9,774Net Income 2015: -$4,6612015Revenue 2019: $9,132Expenses 2019: $11,719Net Income 2019: -$2,5872019Revenue 2020: $13,122Expenses 2020: $73,667Net Income 2020: -$60,5452020

Highlighted filing

2020

Revenue$13,122
Expenses$73,667
Net Income-$60,545
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 29, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN D WATERMANPresident/Treasurer-$0--
MARY E WATERMANVice Pres/Secretary-$0--
JOHN C MITBYDirector-$0--
Filing and Contact Details

Filer

Filer Name
John D and Mary E Waterman Charitable
EIN
39-1869630
Phone
6082570945
Address
33 E MAIN ST STE 400, MADISON, WI 53703

Signing Officer

Name
John Mitby
Title
Trustee
Phone
6082570945
Signed
2021-04-29
Discuss with paid preparer
Yes

Preparer

Firm
Sva Certified Public Accts Sc
Address
1221 JOHN Q HAMMONS DRIVE, MADISON, WI 53717
Preparer
Nicole Gralapp
Phone
6088318181
Raw XML Appendix357 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt247373
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11501 BREW FARM ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2200 FIRST ST SW
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
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IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt054731
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IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt072449
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt054731
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01218
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0STIFEL NICOLAUS & CO INC
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01218
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt076
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt076
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN MITBY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06082570945
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-04-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOHN D AND MARY E WATERMAN CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION INC C/O JOHN MITBY
ReturnHeader/Filer/BusinessNameControlTxt0JOHN
ReturnHeader/Filer/EIN0391869630
ReturnHeader/Filer/PhoneNum06082570945
ReturnHeader/Filer/USAddress/AddressLine1Txt033 E MAIN ST STE 400
ReturnHeader/Filer/USAddress/CityNm0MADISON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053703
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391203191
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SVA CERTIFIED PUBLIC ACCTS SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01221 JOHN Q HAMMONS DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MADISON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053717
ReturnHeader/PreparerPersonGrp/PhoneNum06088318181
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0NICOLE GRALAPP
ReturnHeader/ReturnTs02021-04-30T11:53:53-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOHN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MITBY
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$70,034
Liabilities
$1
Net assets
$70,034
Revenue
$13,122
Expenses
$73,667
Net income
-$60,545
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$0.70$0.00$0.70$0.13$0.74$0.61
2019Summary only. Only limited summary data is available for this year.$1.31$0.00$0.09$0.12$0.03
2015Summary only. Only limited summary data is available for this year.$1.18$0.00$0.05$0.10$0.05
2014Summary only. Only limited summary data is available for this year.$1.22$0.00$0.20$0.08$0.12
2013Summary only. Only limited summary data is available for this year.$1.10$0.00$0.10$0.09$0.01
2012Summary only. Only limited summary data is available for this year.$1.09$0.00$0.03$0.08$0.04
2011Summary only. Only limited summary data is available for this year.$1.14$0.00$0.85$0.04$0.81