Civic Intelligence

Matrix Foundation

990PF • Fiscal year 2013 • EIN 39-1999556

Jan 01, 2013 to Dec 31, 2013 • Filed on Apr 21, 2014

Organization Profile
2107 W Hidden Reserve CourtSuiteMequon, WI 53092

(262) 242-2880

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.

2013 filings • <$500k nonprofits • Source year 2013

Liabilities / Revenue

59th percentile

0.00x

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

2013 filings • <$500k nonprofits • Source year 2013

Net Margin

94th percentile

62%

Higher net margin than 94% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2013 filings • <$500k nonprofits • Source year 2013

Asset Growth

84th percentile

35%

Faster asset growth than 84% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$417,903

Up $108,311 (+35%) from 2012

Net Assets

Up

$417,903

Up $108,311 (+35%) from 2012

Liabilities

Up

$1

Up $1 from 2012

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin94th percentile

Revenue

$173,513

No earlier filing loaded for comparison.

Expenses

Down

$65,202

Down $29,257 (-31%) from 2012

Net Income

$108,311

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth84th percentile

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

$600K$400K$200K$0Assets 2010: $454,421Liabilities 2010: $0Net Assets 2010: $454,4212010Assets 2011: $380,925Liabilities 2011: $0Net Assets 2011: $380,9252011Assets 2012: $309,592Liabilities 2012: $0Net Assets 2012: $309,5922012Assets 2013: $417,903Liabilities 2013: $1Net Assets 2013: $417,9032013Assets 2014: $411,739Liabilities 2014: $1Net Assets 2014: $411,7392014Assets 2015: $506,391Liabilities 2015: $1Net Assets 2015: $506,3912015Assets 2016: $428,956Liabilities 2016: $0Net Assets 2016: $428,9562016Assets 2017: $387,734Liabilities 2017: $0Net Assets 2017: $387,7342017Assets 2018: $341,970Liabilities 2018: $0Net Assets 2018: $341,9702018Assets 2019: $275,968Liabilities 2019: $1Net Assets 2019: $275,9682019Assets 2020: $396,631Liabilities 2020: $1Net Assets 2020: $396,6312020Assets 2021: $319,082Liabilities 2021: $1Net Assets 2021: $319,0822021Assets 2022: $240,692Liabilities 2022: $1Net Assets 2022: $240,6922022Assets 2023: $373,266Liabilities 2023: $1Net Assets 2023: $273,2662023Assets 2024: $303,901Liabilities 2024: $0Net Assets 2024: $303,9012024

Highlighted filing

2013

Assets$417,903
Liabilities$1
Net Assets$417,903
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$300K$200K$100K$0-$100KExpenses 2010: $76,0392010Expenses 2011: $85,5902011Expenses 2012: $94,4592012Revenue 2013: $173,513Expenses 2013: $65,202Net Income 2013: $108,3112013Revenue 2014: $71,040Expenses 2014: $77,140Net Income 2014: -$6,1002014Revenue 2015: $169,781Expenses 2015: $75,129Net Income 2015: $94,6522015Revenue 2016: $7,972Expenses 2016: $85,406Net Income 2016: -$77,4342016Revenue 2017: $14,938Expenses 2017: $56,160Net Income 2017: -$41,2222017Revenue 2018: $40,394Expenses 2018: $86,158Net Income 2018: -$45,7642018Revenue 2019: $20,777Expenses 2019: $86,778Net Income 2019: -$66,0012019Revenue 2020: $207,326Expenses 2020: $86,663Net Income 2020: $120,6632020Revenue 2021: $11,695Expenses 2021: $89,242Net Income 2021: -$77,5472021Revenue 2022: $15,073Expenses 2022: $93,464Net Income 2022: -$78,3912022Revenue 2023: $219,888Expenses 2023: $87,314Net Income 2023: $132,5742023Revenue 2024: $18,404Expenses 2024: $87,692Net Income 2024: -$69,2882024

Highlighted filing

2013

Revenue$173,513
Expenses$65,202
Net Income$108,311
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Apr 21, 2014
Return Version
2013v3.1
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ELAINE D MARSHALLTrustee-$0--
Filing and Contact Details

Filer

EIN
39-1999556
In Care Of
% ELAINE D MARSHALL
Phone
2622422880

Signing Officer

Name
Elaine D Marshall
Title
Trustee
Phone
2622422880
Signed
2014-04-21
Discuss with paid preparer
Yes

Preparer

Phone
4143599066
Raw XML Appendix280 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0ELAINE D MARSHALL
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt0AS REQUIRED BUT LESS THAN FULL TIME
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt08338
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt071972
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt010
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt080320
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt080320
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt04501
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt071972
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt060000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt093193
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt08338
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt08338
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt08338
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0108311
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0568304
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt010
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt010
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt010
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt01145
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IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt076473
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesAdjNetIncmAmt03525
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt03525
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt0322
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0322
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0532
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt08348
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt03847
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt061145
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt03847
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt065202
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt080320
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0173513
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt03847
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt071972
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0108311
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0417903
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0309592
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0417903
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt018422
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt018422
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt018422
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt019951
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01529
IRS990PF/DistributableAmountGrp/TotalTaxAmt01529
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0200
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01529
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01529
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01529
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt01329
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0200
IRS990PF/FMVAssetsEOYAmt0441255
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt01190
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt01725
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt01190
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt01190
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0309592
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0417903
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0258285
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0328375
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0351727
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt049582
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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0417903
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0441255
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0309592
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0417903
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0309592
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0417903
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0405095
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt097980
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0307115
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt06076
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt019951
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0399019
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0405095
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ELAINE D MARSHALL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine102107 W HIDDEN RESERVE COURT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City0MEQUON
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IRS990PF/Organization501c3ExemptPFInd0X
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt070095
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.17375
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.249217
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.181446
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.147987
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.155634
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.134464
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0765
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0399019
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0366134
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.868748
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt061145
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt061145
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt061145
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/RelyingCurrentNtcDsstrAsst1Ind0X
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/City0MEQUON
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode053092
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0WI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine10ELAINE D MARSHALL
IRS990PF/StatementsRegardingActyGrp/PhoneNum02622422880
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt060000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine10STATEMENT
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine10SEE STATEMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0SEE STATEMENT
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IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
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IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt018422
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt047245
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt055375
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt052928
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt052928
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0277533
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt042723
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt073336
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt058854
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt047245
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt055375
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02011
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02010
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02009
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt061145
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt042723
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0330461
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0287738
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0ELAINE D MARSHALL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine102107 W HIDDEN RESERVE COURT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0MEQUON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0WI
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode053092
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0149767
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt099767
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc01,380 SHS. ISHARES RUSSELL 1000 GROWTH
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02013-04-11
IRS990ScheduleB/Organization501c3ExemptPFInd0X
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ELAINE D MARSHALL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02622422880
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-04-21
ReturnHeader/Filer/BusinessName/BusinessNameLine10MATRIX FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MATR
ReturnHeader/Filer/EIN0391999556
ReturnHeader/Filer/InCareOfNm0% ELAINE D MARSHALL
ReturnHeader/Filer/PhoneNum02622422880
ReturnHeader/Filer/USAddress/AddressLine102107 W HIDDEN RESERVE COURT
ReturnHeader/Filer/USAddress/AddressLine20Suite
ReturnHeader/Filer/USAddress/City0MEQUON
ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode053092
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10STEPHEN M FISHER & ASSOCIATES LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1011414 W PARK PLACE SUITE 107
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0MILWAUKEE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0532243500
ReturnHeader/PreparerPersonGrp/PhoneNum04143599066
ReturnHeader/ReturnTs02014-04-23T11:21:27-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$417,903
Liabilities
$1
Net assets
$417,903
Revenue
$173,513
Expenses
$65,202
Net income
$108,311
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.04$0.00$3.04$0.18$0.88$0.69
2023Detailed filing. Detailed filing data is available for this year.$3.73$0.00$2.73$2.20$0.87$1.33
2022Detailed filing. Detailed filing data is available for this year.$2.41$0.00$2.41$0.15$0.93$0.78
2021Detailed filing. Detailed filing data is available for this year.$3.19$0.00$3.19$0.12$0.89$0.78
2020Detailed filing. Detailed filing data is available for this year.$3.97$0.00$3.97$2.07$0.87$1.21
2019Detailed filing. Detailed filing data is available for this year.$2.76$0.00$2.76$0.21$0.87$0.66
2018Detailed filing. Detailed filing data is available for this year.$3.42$0.00$3.42$0.40$0.86$0.46
2017Detailed filing. Detailed filing data is available for this year.$3.88$0.00$3.88$0.15$0.56$0.41
2016Detailed filing. Detailed filing data is available for this year.$4.29$0.00$4.29$0.08$0.85$0.77
2015Detailed filing. Detailed filing data is available for this year.$5.06$0.00$5.06$1.70$0.75$0.95
2014Detailed filing. Detailed filing data is available for this year.$4.12$0.00$4.12$0.71$0.77$0.06
2013Detailed filing. Detailed filing data is available for this year.$4.18$0.00$4.18$1.74$0.65$1.08
2012Detailed filing. Detailed filing data is available for this year.$3.10$0.00$3.10$0.94
2011Detailed filing. Detailed filing data is available for this year.$3.81$0.00$3.81$0.86
2010Detailed filing. Detailed filing data is available for this year.$4.54$0.00$4.54$0.76